VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Legal name: VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC

CRD 168215File 801-121066

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$278.6M

Below cohort median (national)

Discretionary AUM

$208.6M

Non-discretionary $70.0M

Clients

357

357 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Feb 1, 2022
Principal office: 521 KIMBERTON ROAD, PHOENIXVILLE, PA, 19460
Phone: 610-977-2098
Website: HTTPS://WWW.VWWGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $278.6M
Discretionary AUM: $208.6M
Non-discretionary AUM: $70.0M
Discretionary accounts: 334
Non-discretionary accounts: 23
Total accounts: 357
AUM per client: $780K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	79	$146.5M
Pension and profit sharing plans	23	$70.0M
Individuals (other than high net worth individuals)	255	$62.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.