VERMILLION WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- Rosemount, Minnesota
- CRD number
- 281978
- Registered since
- March 21, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.13%
- Individuals42.72%
- Corporations / Businesses1.67%
- Charitable Organizations1.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vermillion Wealth Management Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. Founded prior to its 2016 SEC registration, the firm serves both individual & family clients and institutional relationships. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents16%
- Exchange Traded Equities11%
- US Government Bonds5%
- State & Local Bonds4%
Owners & executives
1 of 1Holly Ostertag
Chief Compliance OfficerCRD 6853969
Contacts
3 of 7JAMES POEPL
PresidentCRD 4789770
Jacob Poepl
OwnerCRD 6690442
Jordan Heavens
Financial AdvisorCRD 7237525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 256Active vs passive
$214M in ETFs
38%
$81.4M
58%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $45.6M | 643,129 | 21.35% |
Location
Rosemount, MN
DAKOTA
Location
Rosemount, MN
Headquartered in Rosemount, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- DAKOTA
- Address
- 15040 Canada Ave W
- Time zone
- CT (UTC-6)
- Office locations
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