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| Vermillion & White Wealth Management Group LLC
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|---|---|
| CRD # | 168215 |
| SEC # | 801-121066 |
| CIK # | 0001862443 |
| AUM | 278.6 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 610-977-2098 |
| Address | 521 Kimberton Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Altria Group Inc | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 62.1 |
| (b) Individuals (high net worth individuals) | 79 | 146.5 |
| (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 | 23 | 70.0 |
| (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 | 357 | 278.6 |
| By Discretionary | ||
| Discretionary | 334 | 208.6 |
| Non-Discretionary | 23 | 70.0 |
| Total | 357 | 278.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.6 | |
| Total | 357 | 278.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862443] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Schlegel Dunn LLC
✚
|
TX | 279.1 M |
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Cottonwood Capital Advisors LLC
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Horizon Family Wealth Inc
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IL | 278.8 M |
|
Millennial Wealth LLC
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278.7 M | |
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Verity Wealth Advisors LLC
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CA | 278.5 M |
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Fort Henry Capital LLC
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Lexington Hill Partners LLC
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TX | 278.4 M |
|
Guardian Asset Advisors LLC
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PA | 278.3 M |
|
Beacon Capital LLC
✚
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IA | 278.3 M |
|
Beacon Wealth Consultants Inc
✚
|
VA | 278.3 M |