Vermillion & White Wealth Management Group LLC
● SEC registered since 2022CRD 168215SEC# 801-121066Phoenixville, PA
Reg. AUM
$278.6M
Employees
4
Accounts
357
Location
Phoenixville, PA
About Vermillion & White Wealth Management Group
Vermillion and White provides holistic wealth management for individuals and families. It starts with understanding each client's circumstances, then builds customized investment and financial strategies around long-term goals.
Summary based on the firm’s website.
Vermillion & White Wealth Management Group LLC assets under management
Vermillion & White Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Phoenixville, PA. The firm has been registered since 2022. It reports $278.6 million in regulatory assets under management and employs 4 people.
Vermillion & White Wealth Management Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph White Control | Manager | Under 5% | 2013 |
| BV Financial, Inc. Control | Member | 50-75% | 2023 |
| Rv Financial, Inc. Control | Member | 50-75% | 2022 |
| Ryan Lee Vermillion Control | Manager And Cco | Under 5% | 2013 |
Frequently asked questions
How much does Vermillion & White Wealth Management Group LLC manage?
Vermillion & White Wealth Management Group LLC reports $278.6 million in regulatory assets under management on its Form ADV.
How many employees does Vermillion & White Wealth Management Group LLC have?
Vermillion & White Wealth Management Group LLC reports 4 employees.
Where is Vermillion & White Wealth Management Group LLC located?
Vermillion & White Wealth Management Group LLC is based in Phoenixville, PA and has been SEC-registered since 2022.
Does Vermillion & White Wealth Management Group LLC disclose fund performance?
Vermillion & White Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 521 Kimberton Road, Phoenixville, PA 19460 |
| Phone | 610-977-2098 |
| Fax | 484-318-8727 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.6M▲ 20%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$278.6Mregulatory AUM
Discretionary $208.6MNon-discretionary $70M