PHOENIXVILLE, PACRD 168215Latest ADV March 31, 2026
Vermillion & White Wealth Management Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenixville, PA. Its latest Form ADV filing, dated March 31, 2026, reports $279M in regulatory assets under management, 4 employees, 1 office, and 357 accounts.
Assets Under Management
$279M
Employees
4
Offices
1 office
Total Clients
357
Primary office
PHOENIXVILLE, PA
521 KIMBERTON ROAD, PHOENIXVILLE, PA, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
255
2
HNWI
22.1%
79
3
Pension Plans
6.4%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of March 31, 2026
Discretionary74.9%
$209M
75% of total RAUM74.9%
Non-discretionary25.1%
$70M
25% of total RAUM25.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$279M
Total Accounts357
10Y AUM Change+$137M (+96.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.