Danita
Rios

Vigilare Wealth Management LLC

CRD#4422971
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Danita Rios is a financial advisor based in Scottsdale, Arizona, working with Vigilare Wealth Management LLC. Danita has previously held positions at Rios Trading, LLC, The Veterans Directory, and Vigilare Wealth Management. Danita has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Danita is part of Vigilare Wealth Management LLC, which operates out of Scottsdale, Arizona. The firm has 5 employees and manages assets totaling $291.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Vigilare Wealth Management LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

8585 East Hartford Drive Suite 113
Scottsdale, AZ 85255

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Vigilare Wealth Management LLC Brokerage Details

Total Assets Under Management

$291,005,199

AZ Average: $1,555,372,352
Total Number of Employees

5

AZ Average: 37
Total Number of Accounts

418

AZ Average: 1,370
Average Account Size

$696,185

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Danita Rios Work History

2019 - Present (5 years)

Vigilare Wealth Management

2015 - 2017 (2 years)

The Veterans Directory

2010 - 2016 (6 years)

Rios Trading, LLC

Disclosures

Please visit the SEC profile of Danita Rios to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vigilare Wealth Management LLC

Racquel Kolsrud
San Diego, CA
Zeljko Zdrale
Scottsdale, AZ
Jason Polit
Scottsdale, AZ
Danita Rios
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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