Vermillion Wealth Management Inc.
Vermillion Wealth Management Inc. is an SEC-registered mass-market adviser in Rosemount, MN with $459.9M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Vermillion Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281978, SEC 801-107450, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $459.9M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Rosemount, MN
- Employees
- 5
- Clients
- 706
- CRD
- 281978
- Ownership
- Poepl, Matthew, John; Ostertag, Holly, Kate; Ostertag, Holly, K; POEPL, JAMES, FRANCIS; Poepl, Jacob, Michael
How much AUM does Vermillion Wealth Management Inc. have?
Vermillion Wealth Management Inc. reported $459.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Vermillion Wealth Management Inc.?
Disclosed owners and executives of Vermillion Wealth Management Inc. include Poepl, Matthew, John, Ostertag, Holly, Kate, Ostertag, Holly, K, POEPL, JAMES, FRANCIS, Poepl, Jacob, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.