Vertis Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,319,176
Clients
833
Advisors
6
across 5 offices
About
Vertis Wealth, LLC provides asset management and financial consulting to individuals (including high-net-worth clients), charitable organizations and corporations. Services include ongoing portfolio management, retirement-plan rollover advice with a stated fiduciary standard for retirement accounts, and financial consulting that connects clients with estate and tax planning professionals.
The firm’s investment approach emphasizes fundamental analysis and a long-term, value-oriented strategy combined with strategic asset allocation and periodic rebalancing. It also employs option strategies (primarily covered calls and protective puts), tailors portfolios to individual risk tolerances, and typically reviews managed accounts at least quarterly.
Vertis is organized as a multi-office team—six advisors across seven offices—managing about $140.7 million for roughly 833 clients and became SEC-registered in April 2025. The brochure notes two uncommon features for this firm type: it runs impersonal educational seminars and operates as a registered insurance agency after acquiring TriFound Financial, with advisers selling insurance (about 25% of their time); the firm discloses the resulting conflicts (insurance commissions and rollover incentives) and describes policies it uses to manage those conflicts.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually for asset management services $4,000,001 - $6,000,000: 0.75% annually for asset management services $6,000,001 - $10,000,000: 0.65% annually for asset management services $10,000,001+: 0.50% annually for asset management services $0 - $2,000,000: 0.90% annually for combined financial consulting and asset management services $2,000,001 - $4,000,000: 0.80% annually for combined financial consulting and asset management services $4,000,001 - $6,000,000: 0.70% annually for combined financial consulting and asset management services $6,000,001 - $10,000,000: 0.60% annually for combined financial consulting and asset management services $10,000,001+: 0.45% annually for combined financial consulting and asset management services
Commissions received from insurance products sold by investment adviser representatives in their separate insurance agent capacity
Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services Fee-only: Investment advisory fees based on tiered blended rates; fees are negotiable
Main office
See office875 North Michigan Ave., Suite 3940
Chicago IL 60611
Advisors at this office
2
Offices (5)
Chicago, IL
875 North Michigan Ave. Suite 3940, Chicago, IL 60611
2 advisors
Bay City, MI
101 E. Main St. Suite 150, Bay City, MI 48708
1 advisor
Bonita Springs, FL
9990 Coconut Road Office #260, Bonita Springs, FL 34135
1 advisor
Fort Smith, AR
8901 Jenny Lind Rd Ste 9A, Fort Smith, AR 72905
1 advisor
Lisle, IL
801 Warrenville Rd., Suite 100, Lisle, IL 60532
1 advisor
Most active in
Alabama · Arkansas · Florida · Georgia · Illinois · Indiana · Michigan · New Jersey · Pennsylvania · Tennessee · Texas · Washington
Also doing business as
Trifound Advisory LLC · Trifound Advisory, LLC · Vertis Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Allan P
Series 63, Series 65
Lisle, IL
Vertis Wealth, LLC
Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.
William E
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at TriFound Advisory LLC, Trifound Financial LLC, and AE Wealth Management LLC. Eden has been president and an insurance agent at Eden Financial Group, Inc. since 1983, where he is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting services to individuals, charitable organizations, and corporations, focusing on a long-term, value-oriented investment approach combined with strategic asset allocation and option strategies. The firm serves high-net-worth clients and emphasizes tailored portfolio management and fiduciary standards for retirement accounts.
Taylor H
Series 65
Bay City, MI
Vertis Wealth, LLC
Taylor Hemphill is a financial advisor at Vertis Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Vertis Wealth and its predecessor firm since 2019. Outside of advisory work, he is an insurance agent, offering health and life insurance products. Vertis Wealth, LLC provides asset management and financial consulting services to individuals, charitable organizations, and corporations. The firm uses a long-term, value-oriented investment approach combined with strategic asset allocation, option strategies, and individualized portfolio management.
Jason D
CFP®, Series 63, Series 66
Bonita Springs, FL
Vertis Wealth, LLC
Jason Derosa is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at Vertis Wealth, LLC and has previously been affiliated with firms including Morgan Stanley and Grace Capital Management. In addition to his advisory role, he is a licensed insurance agent. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations. The firm applies a long-term, value-oriented investment approach combined with strategic asset allocation and option strategies, serving clients with tailored portfolios and regular reviews.
Aaron H
Series 66
Chicago, IL
Vertis Wealth, LLC
Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.
Kyle R
Series 65
Chicago, IL
Vertis Wealth, LLC
Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.
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