VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC
Legal name: VERMILLION & WHITE WEALTH MANAGEMENT GROUP
CRD #168215 SEC #801-121066 PHOENIXVILLE, PA 610-977-2098
SEC Registered
Total AUM
$231.5M
Discretionary
$171.5M
Employees
4
Clients
101
Accounts
873
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.5M | $171.5M | $60M | 4 | 5 |
| Mar 2024 | $203.3M | $153.3M | $50M | 4 | 0 |
| Jun 2023 | $176.6M | $129.4M | $47.2M | 4 | 0 |
| Mar 2023 | $176.6M | $129.4M | $47.2M | 4 | 0 |
| Dec 2022 | $152M | $102.9M | $49.1M | 4 | 0 |
| Jan 2022 | $152M | $102.9M | $49.1M | 4 | 0 |
| Jul 2021 | $141.7M | $93.1M | $48.6M | 4 | 0 |
| May 2021 | $141.7M | $93.1M | $48.6M | 4 | 0 |
| Mar 2021 | $141.7M | $93.1M | $48.6M | 4 | 0 |
DateMar 2025
Total AUM$231.5M
Discretionary$171.5M
Non-Disc.$60M
Employees4
Clients5
DateMar 2024
Total AUM$203.3M
Discretionary$153.3M
Non-Disc.$50M
Employees4
Clients0
DateJun 2023
Total AUM$176.6M
Discretionary$129.4M
Non-Disc.$47.2M
Employees4
Clients0
DateMar 2023
Total AUM$176.6M
Discretionary$129.4M
Non-Disc.$47.2M
Employees4
Clients0
DateDec 2022
Total AUM$152M
Discretionary$102.9M
Non-Disc.$49.1M
Employees4
Clients0
DateJan 2022
Total AUM$152M
Discretionary$102.9M
Non-Disc.$49.1M
Employees4
Clients0
DateJul 2021
Total AUM$141.7M
Discretionary$93.1M
Non-Disc.$48.6M
Employees4
Clients0
DateMay 2021
Total AUM$141.7M
Discretionary$93.1M
Non-Disc.$48.6M
Employees4
Clients0
DateMar 2021
Total AUM$141.7M
Discretionary$93.1M
Non-Disc.$48.6M
Employees4
Clients0