VIGILARE WEALTH MANAGEMENT

HTTP://WWW.VIGILAREWEALTH.COM SCOTTSDALE, AZ Investment Advisor How do I update this listing?

Vigilare Wealth Management is based out of Scottsdale. Vigilare Wealth Management is a large advisory firm with 118 clients and discretionary assets under management (AUM) of $227,858,613 (Form ADV from 2020-01-15). Their last reported 13F filing for Q4 2019 included $150,080,000 in managed 13F securities and a top 10 holdings concentration of 35.99%. Vigilare Wealth Management's largest holding is Invesco BulletShares 2021 High Yield Cor with shares held of 477,555. Whalewisdom has at least 2 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.28%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

VIGILARE WEALTH MANAGEMENT LLC
8585 EAST HARTFORD DRIVE SUITE 113
SCOTTSDALE AZ    85255
Country: United States

Business Phone: (480) 636-8292
Fax: (480) 636-8209
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 118
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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