Overview
Assets Under Management: $364 million
Headquarters: ROSEMOUNT, MN
High-Net-Worth Clients: 4
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.12
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 1,423
Discretionary Accounts: 1,423
Regulatory Filings
CRD Number: 281978
Filing ID: 2011276
Last Filing Date: 2025-08-22 12:12:00
Website: https://vermwealth.com