Vermillion Wealth Management Inc.
● SEC registered since 2016CRD 281978SEC# 801-107450Rosemount, MN
Reg. AUM
$459.9M
Employees
5
Accounts
1,530
Location
Rosemount, MN
Vermillion Wealth Management Inc. assets under management
Vermillion Wealth Management Inc. operates as an SEC-registered investment adviser based in Rosemount, MN. The firm has been registered since 2016. It reports $459.9 million in regulatory assets under management and employs 5 people.
Vermillion Wealth Management Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holly K Ostertag Control | Chief Compliance Officer | Under 5% | 2022 |
| James Francis Poepl Control | President | Under 5% | 2015 |
| Nicholas John Famularo | Owner | 10-25% | 2026 |
| The Jacob M Poepl Revocable Trust Dated 12/29/2016 Control | Member | 25-50% | 2026 |
| The James F Poepl Revocable Trust Dated 12/29/2016 Control | Member | 25-50% | 2026 |
| The Matthew J Poepl Revocable Trust Dated 4/12/2017 Control | Member | 25-50% | 2026 |
| Jacob Michael Poepl Control | Trustee | — | 2016 |
| James Francis Poepl Control | Trustee | — | 2016 |
| Matthew John Poepl Control | Trustee | — | 2017 |
Frequently asked questions
How much does Vermillion Wealth Management Inc. manage?
Vermillion Wealth Management Inc. reports $459.9 million in regulatory assets under management on its Form ADV.
How many employees does Vermillion Wealth Management Inc. have?
Vermillion Wealth Management Inc. reports 5 employees.
Where is Vermillion Wealth Management Inc. located?
Vermillion Wealth Management Inc. is based in Rosemount, MN and has been SEC-registered since 2016.
Does Vermillion Wealth Management Inc. disclose fund performance?
Vermillion Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15040 Canada Ave. W, Rosemount, MN 55068 |
| Phone | 651-480-4601 |
| Fax | 651-423-9213 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$459.9M▲ 35%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$459.9Mregulatory AUM
Discretionary $459.9M