Vigilare Wealth Management LLC

Vigilare Wealth Management LLC (CRD# 157663) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $160,602,420 in 390 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $411,801
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Vigilare Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Racquel L. Kolsrud
CRD#: 4131680
12707 High Bluffs Dr #200, San Diego, CA 92130
96
Wealthminder
score

Racquel Kolsrud (CRD# 4131680) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in San Diego, CA and has over 16 years of experience in the finance industry. Racquel Kolsrud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy A. Maiefski
CRD#: 2708450
8585 East Hartford Drive Suite 104, Scottsdale, AZ 85255
93
Wealthminder
score

Timothy Maiefski (CRD# 2708450) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.

3
Jason S. Polit
CRD#: 3050647
8585 East Hartford Drive Suite 104, Scottsdale, AZ 85255
93
Wealthminder
score

Jason Polit (CRD# 3050647) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

4
Zeljko J. Zdrale
CRD#: 5103342
8585 East Hartford Drive, Suite 104, Scottsdale, AZ 85255
93
Wealthminder
score

Zeljko Zdrale (CRD# 5103342) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

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