Vigilant Wealth Management

Name

Vigilant Wealth Management

Legal name

Vigilant Wealth Management

Website

https://vigilantwm.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Affluent / Mass-Affluent Private Banking (FSABADAC), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Private wealth management
• Investment advisory services
• Portfolio management
• Financial planning
• High-net-worth advisory

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management Advisory Services: Comprehensive wealth management services including wealth advisory, portfolio management, and financial planning for high-net-worth individuals and families. Revenue generated through advisory and management fees based on assets under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Vigilant Wealth Management provides personalized wealth advisory and active investment management services to a select group of high-net-worth individuals, families, and certain non-profit and institutional entities, typically managing between $2 million and $50 million per family relationship. Services integrate comprehensive wealth planning modules (cash flow, estate, tax, risk/insurance, real estate, philanthropic) with fundamental-research-driven portfolio management overseen by the firm's Investment Policy Committee. Revenue is generated through recurring advisory and management fees based on assets under management.

Product overview

Vigilant Wealth Management operates as a unified wealth management practice offering two integrated core services: Wealth Advisory Services and Portfolio Management. Wealth Advisory encompasses comprehensive planning modules including Cash Flow Planning, Estate Planning, Tax Planning, Risk Management & Insurance Planning, Real Estate Planning, Philanthropic Planning, and Family Asset Overview—all coordinated with clients' external advisors. Portfolio Management provides active investment management through the Investment Policy Committee, implementing Investment Philosophy and Style across asset allocation sleeves for Stocks, Bonds, and Alternatives, with Sustainability/ESG integration throughout. The practice serves seven distinct client segments: Entrepreneurs, Multi-Generational Families, Executives, Retirees, Individuals in Transition, Professionals, and Real Estate Investors/Developers. All services are delivered through a select client model with dedicated advisory teams.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Advisory Services Comprehensive, personalized wealth-planning strategies providing objective consultative advice tailored to each client's unique circumstances, balance sheet, and financial objectives, integrating cash flow, estate, tax, risk/insurance, real estate, philanthropic planning, and family asset oversight. Delivered to high-net-worth individuals, families, and certain non-profit and institutional entities.
• Portfolio Management Active investment management using fundamental research and rigorous security selection, with portfolios built on in-house vetted investments tailored to each client's unique goals. Managed through the Investment Policy Committee across stock, bond, and alternative allocations with ESG integration. For high-net-worth individuals, families, and certain institutional clients.
• Entrepreneurs Wealth Service Specialized wealth management for private company owners addressing business diversification, exit planning, and transition to investment portfolios. Targeted at entrepreneurs whose balance sheets are dominated by equity value in their company and associated real estate.
• Multi-Generational Families Wealth Service Wealth stewardship services addressing generational wealth transfer, trust management, and family legacy planning across multiple generations. Targeted at families building wealth designed to last across multiple generations, often overseeing and creating trusts.
• Executives Wealth Service Specialized planning for executives at publicly traded companies addressing stock diversification, equity compensation, and retirement income planning. Targeted at executives with concentrated stock-based compensation including stock options, restricted shares, and deferred compensation.
• Retirees Wealth Service Retirement income planning addressing asset decumulation, required minimum distributions, Social Security optimization, and lifestyle sustainability. Targeted at individuals transitioning from accumulated assets to income generation for retirement years.
• Individuals in Transition Wealth Service

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Wealth Enhancement Group: National independent wealth management platform serving HNW clients with comprehensive financial planning. Comparable to Vigilant's value proposition but at broader national scale and post-roll-up complexity.
• Hightower Advisors: National RIA platform and Vigilant's parent following the 2023 strategic investment. Comparable as the parent ecosystem providing back-office, marketing, and advisor community access that drives Vigilant's growth.
• Mariner Wealth Advisors: Large national RIA platform offering wealth advisory and investment management across a much broader footprint than Vigilant. Comparable in offering HNW planning but at materially larger scale and broader service breadth.
• Focus Financial Partners: National partnership model of independent wealth management firms, similar in concept to Hightower's umbrella. Comparable as a peer of Vigilant's parent ecosystem but operates at much larger scale with many underlying RIAs.
• CIBC Private Wealth: Private banking and wealth management arm of CIBC serving HNW individuals, families, and institutions. Comparable in comprehensive wealth services for HNW clients, with the scale and balance-sheet depth of a major bank behind it.
• Edelman Financial Engines: Large national wealth advisory firm offering financial planning and investment management. Comparable to Vigilant's advisory/portfolio offering but at much greater scale and with a more mass-affluent client orientation.

Direct peers

• Bessemer Trust: Privately-held, multi-generational wealth and investment management firm serving ultra-HNW families. Highly comparable to Vigilant in its selective client model, comprehensive balance-sheet planning, and active in-house portfolio management approach.
• Fiduciary Trust Company: Privately-held wealth manager and trustee serving HNW and ultra-HNW families, with strong estate and multi-generational planning capabilities. Closely comparable to Vigilant's HNW, multi-generational, trust-oriented service mix.
• Geneva Capital Group: Mid-sized RIA providing personalized wealth management to HNW families, with deep concentration in the Upper Midwest. Directly comparable to Vigilant in boutique scale, comprehensive planning, and high-touch client service.
• Brown Brothers Harriman (Wealth Management): Long-standing private partnership providing wealth management to HNW individuals and families. Vigilant has hired multiple professionals from BBH; comparable in its multi-generational, comprehensive advisory model serving similar HNW client profiles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vigilant Wealth Management