Vermillion & White Wealth Management Group
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
FINTRXOverview
Vermillion & White Wealth Management Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Advisory services emphasize financial planning and portfolio management across households, small businesses and institutions, along with selection of other advisers and pension consulting services. Fees are charged as a percentage of assets under management and via hourly billing. The firm is not an active ESG investor and reports an industry affiliation with an insurance company.
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
- Exchange Traded Equities83%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Contacts
3 of 5
Robert Decampli Jr
Investment Advisor RepresentativeCRD 5123850
Christi Bender
Tax AccountantCRD 5235366
Ryan Vermillion
Managing PartnerCRD 5002581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$342M in ETFs
47%
$159M
44%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $48.2M | 64,086 | 14.09% |
Location
Phoenixville, PA
Chester
Location
Phoenixville, PA
Headquartered in Phoenixville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 521 Kimberton Rd
- Time zone
- ET (UTC-5)
- Office locations
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