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, SEC-registered registered investment adviser formed in 2016 that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are charged as a percentage of assets under management and via fixed fees. Vermillion reports affiliations with a banking or thrift institution and an insurance company, and it does not identify as an active ESG investor. The firm operates as a domestic entity/individual-owned corporation and is not registered as a multi-state 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 258Active vs passive
$236M in ETFs
35%
$82.5M
61%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $55.8M | 681,053 | 23.68% |
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
Similar firms
Flourish Wealth Management Inc.
RIAEdina, MN
Cedar Cove Wealth Partners
RIABloomington, MN
Logan Park Wealth Management
RIAMinneapolis, MN
Acumen Financial Advisors, LLC
RIAEdina, MN
Laurel Wealth Planning
RIAEdina, MN
Speece Thorson Capital Group Inc
RIAMinnetonka, MN