Zeljko
Zdrale
Vigilare Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Zeljko Zdrale is a financial advisor operating out of Scottsdale, Arizona with 12 years of relevant experience. Zdrale is an advisor for Vigilare Wealth Management LLC. They have spent the entirety of their career at Vigilare Wealth Management Llc. Zdrale maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and California. Vigilare Wealth Management LLC is a registered investment company operating out of Scottsdale, AZ. It oversees $276 million in total assets among its 454 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 454 accounts, 50% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is provided. Fee types billed by Vigilare Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vigilare Wealth Management LLC Brokerage Details
$276,151,782
6
454
$608,264
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
Zeljko Zdrale Work History
Zeljko has been registered as a financial advisor for 12 years.*
Vigilare Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zeljko Zdrale 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
Scottsdale, AZ
San Diego, CA
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
