CRD: 281978
Vermillion Wealth Management Inc.
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- Custodian
- Cetera · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2016
- Office Locations
- 1
Office Locations
About Vermillion Wealth Management Inc.
Vermillion Wealth Management (Rosemount, MN) provides collaborative wealth management focused on comprehensive financial planning, including tax, estate, insurance, and business planning. The team supports individuals and business owners/entrepreneurs with portfolio construction and asset allocation using mutual funds and ETFs, with fixed income and risk management capabilities. Charles Schwab is a key custodian, and the staff includes CFP professionals and a J.D.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Nicholas John Famularo
Owner
- CRD
- #6627344
- Ownership
- 10% but less than 25%
Holly K Ostertag
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CRAIG EDWARD DOCK
Financial Advisor
- CRD
- #5053583
Max Edward Mataya
Paraplanner
- CRD
- #7904737
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,879,287 | $300,575 |
| Non-Discretionary | $0 | -- |
| Total | $459,879,287 | $300,575 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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