VERMILLION & WHITE WEALTH MANAGEMENT GROUP

RIASEC RegisteredEst. 2022

Total AUM

$279M

Discretionary

$209M

75% of AUM

Avg account

$780K

Accounts

357

Employees

Advisory reps

Firm details

Headquarters: PHOENIXVILLE, Pennsylvania
CRD number: 168215
Registered since: February 1, 2022
Website: vwwgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI52.58%
Pension & Profit Sharing Plans25.13%
Individuals22.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vermillion & White Wealth Management Group is a limited liability company that operates as an independent registered investment adviser (SEC-registered in 2022). The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, indicating it places client capital with third-party managers in addition to managing separate accounts directly. Its fee model combines percentage-of-assets-under-management billing with hourly charges for certain services. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and reports a single-state operating footprint rather than a multi-state adviser structure.