← Directory
VERMILLION WEALTH MANAGEMENT INC.
CRD 281978File 801-107450
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$459.9M
Above cohort median (national)
Discretionary AUM
$459.9M
Clients
706
1,530 accounts
Employees
5
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 21, 2016
- Principal office
- 15040 CANADA AVE. W, ROSEMOUNT, MN, 55068
- Phone
- 651-480-4601
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $459.9M
- Discretionary AUM
- $459.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,530
- Non-discretionary accounts
- 0
- Total accounts
- 1,530
- AUM per client
- $651K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $155.2M |
| Individuals (other than high net worth individuals) | 691 | $304.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Jul 1, 2026 | Clients | 1,471 | 706 | decreased by765 |
| Jul 1, 2026 | AUM | $433,423,433 | $459,879,287 | increased by$26,455,854 |
| Jul 1, 2026 | Accounts | 1,472 | 1,530 | increased by58 |
| Feb 1, 2026 | Clients | 1,423 | 1,471 | increased by48 |
| Feb 1, 2026 | AUM | $364,047,827 | $433,423,433 | increased by$69,375,606 |
| Feb 1, 2026 | Accounts | 1,423 | 1,472 | increased by49 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 6 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,320 | 1,423 | increased by103 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $340,213,891 | $364,047,827 | increased by$23,833,936 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,320 | 1,423 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 1,320 | increased by1,027 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $260,396,155 | $340,213,891 | increased by$79,817,736 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,149 | 1,320 | increased by171 |
| Sep 1, 2022 | Employees | 3 | 4 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERMILLION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERMILLION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.