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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vermillion & White Wealth Management Group LLC
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|---|---|
| CRD # | 168215 |
| SEC # | 801-121066 |
| CIK # | 0001862443 |
| AUM | $231.5 M (2025-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 610-977-2098 |
| Address | 521 Kimberton Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.7 | ||
| Apple Inc | 1.2 | ||
| Altria Group Inc | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Philip Morris International Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 60.2 |
| (b) Individuals (high net worth individuals) | 57 | 111.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 60.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 873 | 231.5 |
| By Discretionary | ||
| Discretionary | 850 | 171.5 |
| Non-Discretionary | 23 | 60.0 |
| Total | 873 | 231.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.5 | |
| Total | 873 | 231.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001862443] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M&B Investment Advisors LLC
✚
|
OH | 0.2 |
|
Capital Financial Advisors of New York LLC
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|
NY | 0.2 |
|
Integras Partners LLC
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|
GA | 0.2 |
|
Impactfolio LLC
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|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Fingerlakes Wealth Management Inc
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|
NY | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |
|
KOA Wealth Management LLC
✚
|
0.2 |