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Vermillion & White Wealth Management Group LLC

● SEC registered since 2022CRD 168215SEC# 801-121066Phoenixville, PA
Export (members)
Reg. AUM
$278.6M
Employees
4
Accounts
357
Location
Phoenixville, PA

Vermillion & White Wealth Management Group LLC assets under management

Vermillion & White Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Phoenixville, PA. The firm has been registered since 2022. It reports $278.6 million in regulatory assets under management and employs 4 people.
www.vwwgroup.comView on SEC.gov ↗

Vermillion & White Wealth Management Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian Joseph White ControlManagerUnder 5%2013
BV Financial, Inc. ControlMember50-75%2023
Rv Financial, Inc. ControlMember50-75%2022
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Frequently asked questions

How much does Vermillion & White Wealth Management Group LLC manage?

Vermillion & White Wealth Management Group LLC reports $278.6 million in regulatory assets under management on its Form ADV.

How many employees does Vermillion & White Wealth Management Group LLC have?

Vermillion & White Wealth Management Group LLC reports 4 employees.

Where is Vermillion & White Wealth Management Group LLC located?

Vermillion & White Wealth Management Group LLC is based in Phoenixville, PA and has been SEC-registered since 2022.

Does Vermillion & White Wealth Management Group LLC disclose fund performance?

Vermillion & White Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address521 Kimberton Road, Phoenixville, PA 19460
Phone610-977-2098
Fax484-318-8727
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$278.6M▲ 20%
Mar '25 — $231.5MApr '25 — $231.5MMay '25 — $231.5MJun '25 — $231.5MJul '25 — $231.5MAug '25 — $231.5MSep '25 — $231.5MOct '25 — $231.5MNov '25 — $231.5MDec '25 — $231.5MJan '26 — $231.5MFeb '26 — $231.5MMar '26 — $278.6MApr '26 — $278.6MMay '26 — $278.6MJun '26 — $278.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$278.6Mregulatory AUM
Discretionary $208.6MNon-discretionary $70M