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Vermillion Wealth Management Inc.

● SEC registered since 2016CRD 281978SEC# 801-107450Rosemount, MN
Export (members)
Reg. AUM
$364M
Employees
5
Accounts
1,423
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 $364 million in regulatory assets under management and employs 5 people.

Vermillion Wealth Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
Holly K Ostertag ControlChief Compliance OfficerUnder 5%2022
Jacob Michael Poepl ControlOwner25-50%2016
James Francis Poepl ControlOwner/President25-50%2015
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Frequently asked questions

How much does Vermillion Wealth Management Inc. manage?

Vermillion Wealth Management Inc. reports $364 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 hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$364M
Non-discretionary$0
Total (RAUM)$364M