Owner, Managing Member, Chief Compliance Officer · Vigilare Wealth Management LLC
Jason S. Polit
CRD 3050647 · Named on Form ADV at one SEC-registered adviser
At a glance
Vigilare Wealth Management LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $331 million in regulatory assets, lists Jason S. Polit on its Form ADV as Owner, Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Vigilare Wealth Management LLCOwner, Managing Member, Chief Compliance OfficerWealth manager · Scottsdale, AZ · $331M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Zeljko J. ZdraleOwner, Managing Member, Vigilare Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.