# Vigilare Wealth Management

Vigilare Wealth Management is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** vigilarewealth.com
- **LinkedIn:** https://www.linkedin.com/company/vigilare-wealth-management-llc

## Regulatory record

- **CRD number:** 157663
- **SEC file number:** 801-72385
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157663

## About

Vigilare Wealth Management was founded in 2011 and is headquartered in San Diego, California. The firm is structured as a fee-only registered investment advisor (RIA), a model that removes commission-based product sales from the client relationship. Its client base includes individuals, high-net-worth families, trusts, and other entities seeking integrated financial planning and investment management. The firm's service model combines financial planning with discretionary portfolio management. Asset classes addressed typically span equities, fixed income, and alternative investments, though the specific mix is tailored to each client's liquidity needs and risk tolerance. Vigilare's geographic focus is primarily domestic, serving families and trusts concentrated on the West Coast. The firm's RIA structure means it acts as a fiduciary, required to place client interests ahead of its own. Vigilare maintains its principal office in San Diego. Specific team headcount, AUM, and named leadership are not disclosed in public filings or the firm's limited digital footprint. The firm has no known adjacent venture, philanthropic, or real-asset vehicles. Its operational history since 2011 points to steady client-advisory work rather than a growth-through-acquisition strategy. The key structural difference is its independent RIA posture. Unlike wirehouse advisors or bank trust departments, Vigilare lacks proprietary product pressure and custody conflicts. For a client evaluating a West Coast wealth manager, that independence is the underwriting edge — the firm's incentives align with advice, not distribution.

## Sectors

- Wealth Management

## Questions

### Is Vigilare Wealth Management a fiduciary?

Vigilare operates as an independent registered investment advisor (RIA). This legal designation requires the firm to uphold a fiduciary standard, meaning it must act in the best interest of its clients and disclose any potential conflicts of interest. This structure differs from broker-dealers, who operate under a suitability standard.

### What client types does Vigilare typically serve?

Vigilare provides advisory services to individuals, high-net-worth individuals, trusts, and other legal entities. The firm's service model combines discretionary investment management with broader financial planning, which is typical for RIA firms serving established families and trustees.

### How is Vigilare compensated for its services?

Vigilare Wealth Management is a fee-only advisor. It charges clients directly for its advice and portfolio management services, rather than earning commissions from selling financial products. This compensation model is designed to reduce conflicts of interest between the firm and its clients.

## Related profiles

- [Vigilant Capital Management](https://altss.com/profile/vigilant-capital-management)
- [vigo Krankenversicherung](https://altss.com/profile/vigo-krankenversicherung)

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Last updated: 2026-07-06T01:24:28.192Z

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