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Vermillion Wealth Management Inc.

● SEC registered since 2016CRD 281978SEC# 801-107450Rosemount, MN
Export (members)
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
NameTitleOwnershipSince
Holly K Ostertag ControlChief Compliance OfficerUnder 5%2022
James Francis Poepl ControlPresidentUnder 5%2015
Nicholas John FamularoOwner10-25%2026
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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

Address15040 Canada Ave. W, Rosemount, MN 55068
Phone651-480-4601
Fax651-423-9213
Office hours8-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$459.9M▲ 35%
Jan '25 — $340.2MFeb '25 — $340.2MMar '25 — $340.2MApr '25 — $340.2MMay '25 — $340.2MJun '25 — $340.2MJul '25 — $340.2MAug '25 — $364MSep '25 — $364MOct '25 — $364MNov '25 — $364MDec '25 — $364MJan '26 — $433.4MFeb '26 — $433.4MMar '26 — $433.4MApr '26 — $433.4MMay '26 — $433.4MJun '26 — $459.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$459.9Mregulatory AUM
Discretionary $459.9M