| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph White Control | Manager | Under 5% | 2013 |
| BV Financial, Inc. Control | Member | 50-75% | 2023 |
| Rv Financial, Inc. Control | Member | 50-75% | 2022 |
Vermillion & White Wealth Management Group LLC reports $231.5 million in regulatory assets under management on its Form ADV.
Vermillion & White Wealth Management Group LLC reports 4 employees.
Vermillion & White Wealth Management Group LLC is based in Phoenixville, PA and has been SEC-registered since 2022.
Vermillion & White Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 521 Kimberton Road, Phoenixville, PA 19460 |
| Phone | 610-977-2098 |
| Fax | 484-318-8727 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $171.5M |
| Non-discretionary | $60M |
| Total (RAUM) | $231.5M |