DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VIGILARE WEALTH MANAGEMENT LLC

CRD 157663

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da4603c6-eb7b-4926-acdb-644f6fe43700

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2012 to Mar 27, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $331MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $316M
Private client RAUM: $318MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $82.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 452
Individual clients: 78
High net worth clients: 79
Custody, client assets: $309M
SEC number: 801-72385
CIK: 1730889
CRD: 157663
Filings on the tape: 45
First filed: Jan 11, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, AZ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RACQUEL LEIGH KOLSRUD	Certified Financial Planner	SCOTTSDALE, AZ	15	26	2	no
JASON SCOTT POLIT	n/a	SCOTTSDALE, AZ	15	28	1	no
ZELJKO JAG ZDRALE	n/a	SCOTTSDALE, AZ	15	20	1	no
DANITA JELANI RIOS	n/a	SCOTTSDALE, AZ \| Ashland, OR	6	21	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
POLIT, JASON, SCOTT	OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	06/2011	Jan 11, 2012	Mar 25, 2024
ZDRALE, ZELJKO, JAG	OWNER, MANAGING MEMBER	D	yes	06/2011	Jan 11, 2012	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$331M	$316M	6	4	0	n/a	n/a
2024	Mar 26, 2025	$315M	$306M	6	4	0	n/a	n/a
2023	Mar 25, 2024	$291M	$279M	5	4	0	n/a	n/a
2022	Mar 28, 2023	$276M	$263M	6	4	0	n/a	n/a
2021	Mar 23, 2022	$337M	$310M	6	4	1	n/a	n/a
2020	Mar 31, 2021	$285M	$265M	6	3	1	n/a	n/a
2019	Mar 30, 2020	$276M	$258M	6	3	1	n/a	n/a
2018	Feb 26, 2019	$244M	$228M	4	4	1	n/a	n/a
2017	Feb 7, 2018	$212M	$210M	4	4	1	n/a	n/a
2016	Jan 23, 2017	$179M	$177M	4	4	n/a	n/a	n/a
2015	Mar 2, 2016	$161M	$153M	5	5	n/a	n/a	n/a
2014	Mar 17, 2015	$163M	$157M	5	5	n/a	n/a	n/a
2013	Feb 24, 2014	$145M	$140M	4	4	n/a	n/a	n/a
2012	Feb 4, 2013	$119M	$115M	4	4	n/a	n/a	n/a
2011	Jan 11, 2012	$102M	$101M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$331M	$315M	5.0%	$276M	6.2%	6	6	0	0

Relationships

Registered with (7)

← DANITA JELANI RIOSAdvisorregistration: current employment
Oct 11, 2019 to presentfactForm ADV
← JASON SCOTT POLITAdvisorregistration: current employment
Jun 27, 2011 to presentfactForm ADV
← ZELJKO JAG ZDRALEAdvisorregistration: current employment
Jun 27, 2011 to presentfactForm ADV
← RACQUEL LEIGH KOLSRUDAdvisorregistration: current employment
Jun 20, 2011 to presentfactForm ADV
← MICHAEL LLOYD DEL CARLOAdvisorregistration: previous registration
Jul 2, 2019 to Apr 10, 2023factForm ADV
← TIMOTHY ANDREW MAIEFSKIAdvisorregistration: previous registration
Jun 20, 2011 to Jun 25, 2019factForm ADV
← CHRISTOPHER LEE BENNETTAdvisorregistration: previous registration
Sep 9, 2015 to May 31, 2016factForm ADV

Controls (2)

← POLIT, JASON, SCOTTOwnerOWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 11, 2012 to Mar 25, 2024factForm ADV
← ZDRALE, ZELJKO, JAGOwnerOWNER, MANAGING MEMBER, ownership code D, individual
Jan 11, 2012 to Mar 25, 2024factForm ADV

Dated events

Occurred
Apr 10, 2023
Advisor changed firm
Michael Lloyd Del Carlo left Vigilare Wealth Management Llc for Fidelity Personal And Workplace Advisors (registered 2023-06-09)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da4603c6-eb7b-4926-acdb-644f6fe43700
First observed: Jan 11, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VIGILARE WEALTH MANAGEMENT LLC

CRD 157663

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da4603c6-eb7b-4926-acdb-644f6fe43700

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RACQUEL LEIGH KOLSRUD

Certified Financial Planner

SCOTTSDALE, AZ

JASON SCOTT POLIT

n/a

SCOTTSDALE, AZ

ZELJKO JAG ZDRALE

n/a

SCOTTSDALE, AZ

DANITA JELANI RIOS

n/a

SCOTTSDALE, AZ | Ashland, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

POLIT, JASON, SCOTT

OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

06/2011

Jan 11, 2012

Mar 25, 2024

ZDRALE, ZELJKO, JAG

OWNER, MANAGING MEMBER

yes

06/2011

Jan 11, 2012

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$331M

$316M

n/a

2024

Mar 26, 2025

$315M

$306M

n/a

2023

Mar 25, 2024

$291M

$279M

n/a

2022

Mar 28, 2023

$276M

$263M

n/a

2021

Mar 23, 2022

$337M

$310M

n/a

2020

Mar 31, 2021

$285M

$265M

n/a

2019

Mar 30, 2020

$276M

$258M

n/a

2018

Feb 26, 2019

$244M

$228M

n/a

2017

Feb 7, 2018

$212M

$210M

n/a

2016

Jan 23, 2017

$179M

$177M

n/a

2015

Mar 2, 2016

$161M

$153M

n/a

2014

Mar 17, 2015

$163M

$157M

n/a

2013

Feb 24, 2014

$145M

$140M

n/a

2012

Feb 4, 2013

$119M

$115M

n/a

2011

Jan 11, 2012

$102M

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$331M

$315M

5.0%

$276M

6.2%