Overview
Assets Under Management: $364 million
Headquarters: ROSEMOUNT, MN
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Frequently Asked Questions
VERMILLION WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281978), VERMILLION WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
VERMILLION WEALTH MANAGEMENT INC. is headquartered in ROSEMOUNT, MN.
VERMILLION WEALTH MANAGEMENT INC. serves 77 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, VERMILLION WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VERMILLION WEALTH MANAGEMENT INC. manages $364 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, VERMILLION WEALTH MANAGEMENT INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,423
Discretionary Accounts: 1,423
Regulatory Filings
CRD Number: 281978
Filing ID: 2026533
Last Filing Date: 2025-11-11 10:38:19
Website: 0