CRD: 157663
Vigilare Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-07-2011
- Office Locations
- 3
Office Locations
About Vigilare Wealth Management LLC
Vigilare Wealth Management is a fiduciary RIA providing wealth management and financial planning, focused on protecting capital and building long-term wealth for investors from accumulation through retirement. The team emphasizes nimble portfolio construction and risk management in volatile markets, using diversified allocations with ETFs and public funds. Custody is primarily through Schwab and Fidelity, and the firm supports both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON SCOTT POLIT
Chief Compliance Officer, Chief Investment Officer, Managing Member, Owner
- CRD
- #3050647
- Ownership
- 50% but less than 75%
ZELJKO JAG ZDRALE
Managing Member, Owner
- CRD
- #5103342
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RACQUEL LEIGH KOLSRUD
Wealth Advisor
- CRD
- #4131680
DANITA JELANI RIOS
Partner
- CRD
- #4422971
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,756,472 | $709,565 |
| Non-Discretionary | $15,182,381 | $2,168,912 |
| Total | $330,938,853 | $732,166 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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