Vermillion Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Vermillion Wealth Management Inc
CRD #281978
SEC #801-107450
CIK #0001737012
AUM 459.9 M (2026-06-18)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone651-480-4601
Address15040 Canada Ave W
Rosemount, MN 55068
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002010201520212027
CIK Period
0001737012
Sector Form 13F Holdings Value ($M)
Lilly Eli & Co 3.5
Apple Inc 2.6
Caterpillar Inc 2.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 691 304.7
(b) Individuals (high net worth individuals) 15 155.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,530 459.9
By Discretionary
Discretionary 1,530 459.9
Non-Discretionary 0 0.0
Total 1,530 459.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 459.9
Total 1,530 459.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001737012]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients5
ServesInstitutional, Retail
Comparable Firms State AUM
True North Retirement Advisors LLC
OR 460.9 M
Websterrogers Financial Advisors LLC
SC 460.5 M
Beta Wealth Group Inc
CA 460.3 M
Roth Financial Partners LLC
TX 460.1 M
Alpha Financial Partners LLC
KY 459.9 M
Beacon Advisors Holdings LLC
TX 459.6 M
Blake Schutter Theil Wealth Advisors LLC
OH 459.5 M
Saiph Capital LLC
NJ 459.4 M
Seaside Wealth Management Inc
CA 459.3 M
Oldfather Financial Services LLC
NE 459.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com