Racquel L. Kolsrud

VIGILARE WEALTH MANAGEMENT LLC

SAN DIEGO, CA 92130

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CRD#: 4131680

Professional summary

Racquel Leigh Kolsrud, CFP®, who also goes by Racquel Leigh Muir, is a registered financial advisor currently at VIGILARE WEALTH MANAGEMENT LLC located in San Diego, California.

Racquel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Racquel has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Racquel Leigh Muir

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Racquel Leigh Kolsrud's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 20, 2011 - Present

VIGILARE WEALTH MANAGEMENT LLC

Office #1: 12707 High Bluffs Dr #200, San Diego, CA 92130

RIA

CRD#: 157663

SAN DIEGO, CA

Past

July 29, 2009 - June 24, 2011

DOWLING & YAHNKE, LLC

RIA

CRD#: 107672

SAN DIEGO, CA

Past

March 2, 2004 - June 25, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN DIEGO, CA

Past

June 2, 2000 - June 25, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIGILARE WEALTH MANAGEMENT LLC

VIGILARE WEALTH MANAGEMENT | VIGILARE WEALTH MANAGEMENT LLC

CRD#: 157663 / SEC#: 801-72385

RIA

Registered Investment Advisory firm - (6/7/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/27/2011)

IAR

California
(6/20/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/1/2000

General Securities Representative Examination

Current Firm

VIGILARE WEALTH MANAGEMENT LLC

VIGILARE WEALTH MANAGEMENT | VIGILARE WEALTH MANAGEMENT LLC

CRD#: 157663 / SEC#: 801-72385

RIA

Registered Investment Advisory firm - (6/7/2011 Approved)

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Contact information

Main Address

8585 East Hartford Drive Suite 113, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 636-8292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 315,246,629

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/17/2025	Cover Page	Report
05/22/2024	Cover Page	Report
09/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Racquel L. Kolsrud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Racquel Leigh Kolsrud's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOWLING & YAHNKE, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

VIGILARE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2004

Series 63

Date: 6/15/2000

Series 7

Date: 6/1/2000

Current Firm

VIGILARE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIGILARE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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