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William Standley Eden

Investment Adviser Representative at Vertis Wealth, LLC

Fort Smith, ARCRD #1041630Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Standley Eden is an investment adviser representative with Vertis Wealth, LLC in Fort Smith, AR, where they have been registered since 2021. They have worked in the securities industry since 2006 and have been registered with 9 firms, including AE Wealth Management, LLC and Trifound Advisory LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arkansas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arkansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/2/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 4/2/2001
Series 22
Direct Participation Programs Representative Examination
Passed 7/24/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/30/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vertis Wealth, LLCCurrent
10/22/2021 – Fort Smith, AR
AE Wealth Management, LLC
8/25/2016 – 10/4/2021Fort Smith, AR
Trifound Advisory LLC
4/8/2021 – 5/12/2021Fort Smith, AR
Brookstone Capital Management LLC
4/24/2014 – 8/26/2016Fort Smith, AR
Global Financial Private Capital, LLC
6/30/2010 – 4/24/2014Fort Smith, AR
Ridgeway Conger Advisory Services
7/1/2008 – 5/27/2010Fort Smith, AR
First Independent Advisory Services, Inc.
3/17/2008 – 7/11/2008Fort Smith, AR
Horter Investment Management, LLC
7/3/2007 – 3/17/2008Fort Smith, AR
EDEN & Associates, Inc.
10/18/2006 – 7/3/2007Fort Smith, AR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. EDEN Financial Group, Inc.
    Sep 1983 – no end date reportedFort Smith, AR
  2. AE Wealth Management LLC
    Aug 2016 – no end date reportedTopeka, KS
  3. Trifound Financial LLC
    Jan 2017 – Mar 2021Fort Smith, AR
  4. Trifound Advisory LLC
    Feb 2021 – Mar 2021Fort Smith, AR

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vertis Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • First $2 Million0.95%
  • $2,000,001 - $4,000,0000.85%
  • $4,000,001 - $6,000,0000.75%
  • $6,000,001 - $10,000,0000.65%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tax planning (including options strategies, tax-loss harvesting, and tax-efficient income generation), legal estate planning (layered trusts, probate avoidance, asset protection from nursing care costs), and financial planning (diversified portfolios, growth funds backed by options, advanced banking strategies including CDs, bonds, and annuities, alternative investments including private equity and global emerging market opportunities).

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops
Firm areas of expertise
Tax PlanningEstate PlanningWealth ManagementTax-loss HarvestingOptions StrategiesTrustsProbate AvoidanceAsset ProtectionPrivate EquityAlternative InvestmentsEmerging Markets+1 more

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Chicago, IL
SEC file number:
801-132579

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Vertis Wealth, LLC

5 other advisors in the directory

View Vertis Wealth, LLC firm profile

Similar advisors in Fort Smith, AR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Standley Eden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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