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VERMILLION & WHITE WEALTH MANAGEMENT GROUP
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC
CRD 168215 · SEC 801-121066
521 KIMBERTON ROAD, PHOENIXVILLE, PA, 19460, United States
Phone
610-977-2098
Fax
484-318-8727
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.6M
Discretionary AUM
$208.6M
Team
4 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $62.1M |
| High net worth individuals | 79 | $146.5M |
| Pension/profit sharing plans | 23 | $70.0M |
States served
CA, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD