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Zeljko Jag Zdrale

Vigilare Wealth Management LLC

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About Zeljko Jag Zdrale

Zeljko Jag Zdrale is an investment advisor representative with Vigilare Wealth Management LLC in Scottsdale, Arizona. Zeljko has been in the industry since 2006 and previously worked for Charles Schwab & Co., Inc. and Ameriprise Financial Services, Inc.. Zeljko is a Series 66 and Series 7 licensed professional. Zeljko specializes in providing financial planning, portfolio management and selection of other advisors. Zeljko is also the Managing Member of Athlete Society LLC, a professional services company focusing on the financial needs of professional athletes.

Firm Information

Zeljko Zdrale is currently registered with Vigilare Wealth Management LLC. Vigilare Wealth Management LLC is a registered investment advisor located in Scottsdale, Arizona. They provide financial planning, educational seminars, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They have approximately $291 million in assets under management.
Vigilare Wealth Management LLC

8585 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$291.01M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zeljko Zdrale’s Registration & Firm History

AZ

01/01/2025 - Present

Vigilare Wealth Management LLC (SCOTTSDALE AZ)

AZ

07/10/2006 - 07/11/2011

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

03/29/2006 - 07/11/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 04/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zeljko Jag Zdrale.
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