Vigilare Wealth Management Llc
- Regulatory AUM
- $331M
- Discretionary
- $316M
- Clients
- 157
- Avg AUM / client
- $2.1M
- Accounts
- 452
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 123 positions, $326,228,457)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares 0 3 Month Treasury Bond Etf | ETF | $72,561,542 | 720,786 | 22.2% | 21.9% |
| 2 | State Street Spdr Bloomberg 1 3 Month T Bill Etf | ETF | $18,348,879 | 200,228 | 5.62% | 5.54% |
| 3 | Invesco S&P 500 Quality Etf | ETF | $17,571,984 | 195,028 | 5.39% | 5.31% |
| 4 | Vanguard Dividend Appreciation Etf | ETF | $16,421,121 | 69,399 | 5.03% | 4.96% |
| 5 | Pimco Multisector Bond Active Exchange Traded Fund | ETF | $12,630,362 | 476,258 | 3.87% | 3.82% |
| 6 | Ishares U.S. Equity Factor Rotation Active Etf | ETF | $11,331,660 | 166,618 | 3.47% | 3.42% |
| 7 | Janus Henderson Short Duration Income Etf | ETF | $10,765,986 | 220,321 | 3.3% | 3.25% |
| 8 | Apple Inc | Stock | $9,772,955 | 33,774 | 3.0% | 2.95% |
| 9 | Invesco S&P 500 Low Volatility Etf | ETF | $8,567,858 | 114,391 | 2.63% | 2.59% |
| 10 | Jpmorgan Income Etf | ETF | $8,479,601 | 184,139 | 2.6% | 2.56% |
| 11 | Invesco S&P 500 Equal Weight Etf | ETF | $7,969,661 | 37,457 | 2.44% | 2.41% |
| 12 | Google Inc | Stock | $6,510,799 | 18,219 | 2.0% | 1.97% |
| 13 | Amazon.Com Inc | Stock | $6,279,461 | 26,347 | 1.92% | 1.9% |
| 14 | Schwab Us Dividend Equity Etf | ETF | $6,250,695 | 197,121 | 1.92% | 1.89% |
| 15 | Wisdomtree Floating Rate Treasury Fund | ETF | $4,491,272 | 89,201 | 1.38% | 1.36% |
| 16 | Ishares 0 5 Year Tips Bond Etf | ETF | $4,200,591 | 41,118 | 1.29% | 1.27% |
| 17 | Ge Vernova Inc Com | Stock | $4,106,136 | 3,495 | 1.26% | 1.24% |
| 18 | Ishares S&P Smallcap 600 Etf | ETF | $3,769,002 | 25,413 | 1.16% | 1.14% |
| 19 | Spdr S&P 500 Etf | ETF | $3,557,480 | 4,764 | 1.09% | 1.07% |
| 20 | Nvidia Corporation Com | Stock | $3,520,338 | 17,594 | 1.08% | 1.06% |
| 21 | Ishares Tr Russell Midcap Index Fd | ETF | $3,502,439 | 31,748 | 1.07% | 1.06% |
| 22 | Tesla Motors Inc | Stock | $3,299,607 | 7,845 | 1.01% | 1.0% |
| 23 | Vanguard Reit Index Etf | ETF | $3,261,739 | 33,825 | 1.0% | 0.99% |
| 24 | Vanguard Ftse All World Ex Us | ETF | $3,215,005 | 38,388 | 0.99% | 0.97% |
| 25 | Spdr Gold Etf | ETF | $3,027,347 | 8,218 | 0.93% | 0.91% |
Top 25 of 123 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $25.8M | 7.8% |
| High net worth individuals | 79 | $292M | 88.2% |
| Charitable organizations | Fewer than 5 clients | $13.2M | 3.98% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Scott Polit | Owner, Managing Member, Chief Compliance Officer | Jun 2011 (15y) | 50% – 75% | |
| Zeljko Jag Zdrale | Owner, Managing Member | Jun 2011 (15y) | 50% – 75% | |
| Racquel Leigh Kolsrud | Registered representative | CFP | Jun 2011 (15y) | |
| Danita Jelani Rios | Registered representative | Oct 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $230M (69% of AUM) Mar 2026
- Fidelity Brokerage Services $79.0M (24% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗