Vermillion & White Wealth Management Group
Vermillion & White Wealth Management Group is an SEC-registered mass-market adviser in Phoenixville, PA with $278.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Vermillion & White Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168215, SEC 801-121066, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $278.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Phoenixville, PA
- Employees
- 4
- Clients
- 357
- CRD
- 168215
- Ownership
- WHITE, BRIAN, JOSEPH; VERMILLION, RYAN, LEE; RV FINANCIAL, INC.; BV FINANCIAL, INC.
How much AUM does Vermillion & White Wealth Management Group have?
Vermillion & White Wealth Management Group reported $278.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Vermillion & White Wealth Management Group?
Disclosed owners and executives of Vermillion & White Wealth Management Group include WHITE, BRIAN, JOSEPH, VERMILLION, RYAN, LEE, RV FINANCIAL, INC., BV FINANCIAL, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.