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VERMILLION WEALTH MANAGEMENT INC.

ROSEMOUNT, MN · CRD 281978 · IAPD ↗ · vermillionwealthmanagement.com · 651-480-4601

$459.9MRegulatory AUM
4Advisory reps
5Employees
5Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — VERMILLION WEALTH MANAGEMENT INC. notice-filed in CA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2025 — VERMILLION WEALTH MANAGEMENT INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — VERMILLION WEALTH MANAGEMENT INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2025 — VERMILLION WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — VERMILLION WEALTH MANAGEMENT INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — VERMILLION WEALTH MANAGEMENT INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.