Danita J. Rios

VIGILARE WEALTH MANAGEMENT

Ashland, OR

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CRD#: 4422971

Professional summary

Danita Jelani Rios is a registered financial advisor currently at VIGILARE WEALTH MANAGEMENT LLC located in Ashland, Oregon.

Danita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Danita has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Danita Jelani Rios'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®

None

Experience

Current

October 11, 2019 - Present

VIGILARE WEALTH MANAGEMENT LLC

RIA

CRD#: 157663

Ashland, OR

Past

February 10, 2009 - February 23, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

PHOENIX, AZ

Past

December 17, 2008 - February 23, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

PHOENIX, AZ

Past

May 27, 2005 - December 16, 2008

EDWARD JONES

CRD#: 250

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
(10/11/2019)

IAR

Oregon
(9/23/2025)

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 65

Date: 10/3/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/27/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/26/2005

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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Danita J. Rios

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danita Jelani Rios's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILARE WEALTH MANAGEMENT LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

EDWARD JONES

Primary Firm SEC Registration

VIGILARE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2019

Series 66

Date: 1/27/2009

Series 63

Date: 6/8/2005

Series 7

Date: 5/26/2005

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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