VIGILARE WEALTH MANAGEMENT LLC
C47
CRD 157663·SEC 801-72385·SCOTTSDALE, AZ
AUM
$330.9M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$993K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $244.1M
'21 · $275.7M
'22 · $285.0M
'23 · $336.6M
'25 · $315.2M
'26 · $330.9M
'20'26
$244.1M → $330.9M▲ +36%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.