Zeljko J. Zdrale

VIGILARE WEALTH MANAGEMENT LLC

Scottsdale, AZ 85255

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CRD#: 5103342

Professional summary

Zeljko Jag Zdrale, who also goes by Zeljko Zdrale, is a registered financial advisor currently at VIGILARE WEALTH MANAGEMENT LLC located in Scottsdale, Arizona.

Zeljko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Zeljko has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zeljko Zdrale

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.

ATHLETE SOCIETY LLC, IS A PROFESSIONAL SERVICES COMPANY FOCUSING ON THE FINANCIAL NEEDS OF PROFESSIONAL ATHLETES. ATHLETE SOCIETY, LLC DOES NOT PROVIDE ADVICE OR GUIDANCE ON INVESTMENTS OR SECURITIES. SERVICES INCLUDE FINANCIAL COACHING, BUDGETING, HOUSING, CASH MANAGEMENT, INCOME AND EXPENSE FORECASTING, GUIDANCE ON CREDIT CREATION AND MANAGEMENT, CHARITABLE GIVING, AND FINANCIAL RISK ANALYSIS. . ESTABLISHED 01/2015. 3665 MAFFEO RD, SCOTTSDALE, AZ 85255. ATHLETE SOCIETY, LLC IS WHOLLY OWNED BY THE MANAGING MEMBERS OF VIGILARE WEALTH MANAGEMENT, LLC; ZELJKO JAG ZDRALE AND JASON SCOTT POLIT. 100 HOURS DEVOTED TO ATHLETE SOCIETY LLC PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zeljko Jag Zdrale'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

June 20, 2011 - Present

VIGILARE WEALTH MANAGEMENT LLC

Office #1: 8585 East Hartford Drive Suite 113, Scottsdale, AZ 85255

RIA

CRD#: 157663

Scottsdale, AZ

Past

July 10, 2006 - July 11, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

July 10, 2006 - July 11, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

March 29, 2006 - July 11, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PHOENIX, AZ

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: 4/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/28/2006

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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Zeljko J. Zdrale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zeljko Jag Zdrale's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILARE WEALTH MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VIGILARE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2006

Series 7

Date: 3/28/2006

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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