Vigilare Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vigilare Wealth Management serves individuals, high-net-worth clients, and select institutional entities with a mix of investment management and integrated wealth services. Its offerings span discretionary portfolio management, financial oversight and recordkeeping (including expense oversight, cash flow projections, and document retention), third‑party manager selection, and standalone trustee and Personal CFO/executive services.
The firm’s investment process emphasizes a dynamic asset allocation that combines global macro (a “World View”) and bottom‑up fundamental analysis, with a core PILR framework (Price, Interest Rates, Liquidity, Risk) guiding asset-class decisions. Portfolios are actively monitored with attribution analysis, the firm may use leveraged ETFs and alternative investments when appropriate, and it uses the Nitrogen (formerly RISKALYZE) tool to quantify client risk tolerance.
Compared with many team advisory firms, Vigilare operates with a more pronounced family‑office style service set—offering trustee, tax/accounting, real estate, and philanthropic support under separate engagement terms—and conducts educational seminars and workshops for clients and prospects. The firm also discloses that some investment adviser representatives act as appointed insurance agents and may receive commissions for insurance sales, a relationship the brochure identifies and explains as a potential conflict of interest that VWM seeks to manage.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001+: Negotiable
Account minimum: $500,000
Main office
See office8585 East Hartford Drive, Suite 113
Scottsdale AZ 85255
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Colorado · Idaho · Oregon · Texas · Washington
Also doing business as
Vigilare Wealth Management · Vigilare Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Racquel K
CFP®, Series 63, Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.
Zeljko Z
Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.
Danita R
Series 63, Series 65, Series 66
Ashland, OR
Vigilare Wealth Management LLC
Danita Rios is a financial advisor at Vigilare Wealth Management LLC in Ashland, OR, holding Series 63, 65, and 66 designations with eight years of industry experience. She has worked at Vigilare Wealth Management since 2019 and has prior experience with Wells Fargo Investments and The Veterans Directory. Vigilare Wealth Management serves individuals, high-net-worth clients, and select institutional entities, providing investment management and integrated wealth services. The firm emphasizes dynamic asset allocation through a combination of global macro and fundamental analysis, offering a family-office style service set that includes trustee, tax, real estate, and philanthropic support.
Jason P
Series 63, Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Jason Polit is a financial advisor with Vigilare Wealth Management LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Vigilare Wealth Management since 2011. Polit is also a managing member of Athlete Society LLC, a professional services company that provides financial coaching and related services specifically for professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm offers integrated wealth management with a dynamic investment approach that combines global macro and fundamental analysis, using proprietary risk assessment tools and ongoing portfolio oversight.
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