RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VERMILLION, RYAN, LEEIMANAGER AND CCONA Control
VERMILLION, RYAN, LEEIMANAGER AND CCONA Control
VERMILLION, RYAN, LEEIMANAGER AND CCONA Control
VERMILLION, RYAN, LEEIMANAGER AND CCONA Control
WHITE, BRIAN, JOSEPHIMANAGERNA Control
WHITE, BRIAN, JOSEPHIMANAGERNA Control
WHITE, BRIAN, JOSEPHIMANAGERNA Control
WHITE, BRIAN, JOSEPHIMANAGERNA Control
BV FINANCIAL, INC.DEMEMBERD Control
BV FINANCIAL, INC.DEMEMBERD Control
BV FINANCIAL, INC.DEMEMBERD Control
BV FINANCIAL, INC.DEMEMBERD Control
RV FINANCIAL, INC.DEMEMBERD Control
RV FINANCIAL, INC.DEMEMBERD Control
RV FINANCIAL, INC.DEMEMBERD Control
RV FINANCIAL, INC.DEMEMBERD Control
VERMILLION, RYAN, LEEIMANAGING PARTNER AND CCOD Control
VERMILLION, RYAN, LEEIMANAGING PARTNER AND CCOD Control
VERMILLION, RYAN, LEEIMANAGING PARTNER AND CCOD Control
VERMILLION, RYAN, LEEIMANAGING PARTNER AND CCOD Control
VERMILLION, RYAN, LEEIMANAGING PARTNER AND CCOD Control
WHITE, BRIAN, JOSEPHIMANAGING PARTNERD Control
WHITE, BRIAN, JOSEPHIMANAGING PARTNERD Control
WHITE, BRIAN, JOSEPHIMANAGING PARTNERD Control
WHITE, BRIAN, JOSEPHIMANAGING PARTNERD Control
WHITE, BRIAN, JOSEPHIMANAGING PARTNERD Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (5)

CA FL NJ PA TX

Address

521 KIMBERTON ROAD
PHOENIXVILLE, PA 19460
United States
Phone: 610-977-2098