# Vermillion & White Wealth Management Group

> Vermillion & White Wealth Management Group is an SEC-registered investment advisory firm in Phoenixville, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 168215
- Filed as: VERMILLION & WHITE WEALTH MANAGEMENT GROUP
- Legal name: Vermillion & White Wealth Management Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenixville, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168215
- AdvisorCensus page: https://advisorcensus.com/firm/vermillion-and-white-wealth-management-group-phoenixville-pa-168215

## Quick answers

**How is Vermillion & White Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Vermillion & White Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Vermillion & White Wealth Management Group charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $250 an hour (Financial planning services and certain non-discretionary investment…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vermillion & White Wealth Management Group located?**
Vermillion & White Wealth Management Group's principal office is in Phoenixville, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Vermillion & White Wealth Management Group registered with the SEC or a state?**
Vermillion & White Wealth Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 168215.

**How much does Vermillion & White Wealth Management Group manage?**
Vermillion & White Wealth Management Group reports $278,557,328 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (75% discretionary).

**How have Vermillion & White Wealth Management Group's assets and staff changed since 2022?**
In the Form ADV data for Vermillion & White Wealth Management Group: Regulatory assets under management: $151,971,196 in the October 2022 data and $278,557,328 in the October 2026 data, up 83%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vermillion & White Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (23).

**Which custodians does Vermillion & White Wealth Management Group use?**
Vermillion & White Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vermillion & White Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168215

**What changed in Vermillion & White Wealth Management Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $231,481,710 to $278,557,328 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $250 an hour (Financial planning services and certain non-discretionary investment…)

> Financial planning services and certain non-discretionary investment advisory services may be offered at a fee of $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $278,557,328
- Discretionary: $208,557,328
- Non-discretionary: $70,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $62,100,473 |
| High net worth individuals | 79 | $146,456,855 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $70,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Radnor, PA

### Websites listed on Form ADV (Item 1.I)
- [vwwgroup.com](https://vwwgroup.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $151,971,196 | 4 | January 31, 2022 |
| October 2023 | $176,590,270 | 4 | June 26, 2023 |
| October 2024 | $203,336,800 | 4 | March 29, 2024 |
| October 2025 | $231,481,710 | 4 | March 27, 2025 |
| October 2026 | $278,557,328 | 4 | March 31, 2026 |

Regulatory assets under management: $151,971,196 in the October 2022 data and $278,557,328 in the October 2026 data, up 83%.
Total employees: 4 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $231,481,710 to $278,557,328 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vermillion & White Wealth Management Group (CRD 168215): Form ADV filing data as of October 2026.