Vigilant Wealth Management is a private wealth management firm founded in 2002, specializing in progressive investment and wealth planning solutions tailored to the unique needs of each client. The firm works with high net worth individuals and families, as well as select non-profit and institutional organizations. In June 2023, Vigilant partnered with Hightower Advisors, LLC, an SEC registered investment advisor, as part of a Corporate Round investment led by HighTower Advisors. Vigilant aims to positively impact the lives of its clients and future generations through strategic wealth management. For more information and disclosures, visit https://vigilantwm.com/.
Vigilant Wealth Management
Founded 2002
Portland, United States
35 employees
Corporate Round
Finance, Financial Services +1
Portland, United States
35 employees
Corporate Round
Finance, Financial Services +1
General Information
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United States Market
About Vigilant Wealth Management
Taxonomy: investment, financial planning, high net worth individuals, family wealth, progressive investment solutions, tailored wealth planning, non-profit organizations, institutional organizations, Hightower Advisors, SEC registered, Hightower Securities, FINRA, SIPC, partnership
Funding Rounds & Investors (1)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Corporate Round | •••••• | 1 | •••• •••• | 31 May 2023 |
Vigilant Wealth Management Alternatives & Competitors
Vigilant Wealth Management vs
Vigilant Wealth Management vs
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FAQ About Vigilant Wealth Management
The Firm
Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts th...
Vigilant Wealth Management was founded in 2002.
Vigilant Wealth Management is headquartered in Portland, United States.
Vigilant Wealth Management operates in the following industries: Finance, Financial Services, Wealth Management.
Vigilant Wealth Management has approximately 35 employees.
Vigilant Wealth Management has completed 1 funding round. The latest funding stage is Corporate Round.
Top alternatives and competitors to Vigilant Wealth Management include Frontier Investment Management Company, Fairport Wealth, Altium Wealth, Argent Wealth Management, LLC, Nucleus Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vigilant Wealth Management and Frontier Investment Management Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.
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