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
- Individuals66.26%
- HNWI33.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vermillion Wealth Management Inc. is an independent registered investment adviser that provides planning and portfolio management services to individuals and families. The firm, SEC-registered in 2016 and organized as a domestic corporation, charges clients via a percentage-of-AUM model and fixed fees. Its advisory scope listed on regulatory filings includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Vermillion does not identify as an active ESG investor and is not presented as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds75%
- Exchange Traded Equities11%
- US Government Bonds7%
- State & Local Bonds7%
Owners & executives
1 of 1
Holly Ostertag
Chief Compliance OfficerCRD 6853969
Contacts
3 of 4James Poepl
PresidentCRD 4789770
Craig Dock
Investment Advisor RepresentativeCRD 5053583
Nicholas Famularo
Senior Financial AdvisorCRD 6627344
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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