Firm profile

VERMILLION WEALTH MANAGEMENT INC.

ROSEMOUNT, MNCRD 281978Latest ADV January 30, 2026

Vermillion Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rosemount, MN. Its latest Form ADV filing, dated January 30, 2026, reports $433M in regulatory assets under management, 6 employees, and 1,472 accounts.

Assets Under Management
$433M
Employees
6
Offices
--
Total Clients
1,471
Primary office
ROSEMOUNT, MN
15040 CANADA AVE. W, ROSEMOUNT, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHolly K. Ostertag

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
1,383
2
HNWI
5.5%
81
3
Corporations
0.3%
5
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$433Mas of January 30, 2026
Discretionary100.0%
$433M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$433M
Total Accounts1,472
10Y AUM Change+$292M (+205.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee245:1
10Y Employee Change+5 (+500.0%)

* 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.