William J. Iredale

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA 30009

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CRD#: 4632859

Professional summary

William James Iredale II, CFA is a registered financial advisor currently at VIDENT ASSET MANAGEMENT located in Alpharetta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Iredale II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 25, 2023 - Present

VIDENT ASSET MANAGEMENT

Office #1: 1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009

RIA

CRD#: 286622

ALPHARETTA, GA

Past

January 7, 2016 - August 14, 2023

VIDENT INVESTMENT ADVISORY, LLC

RIA

CRD#: 171004

Alpharetta, GA

Past

February 24, 2003 - January 4, 2016

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

ROSWELL, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT

CRD#: 286622 / SEC#: 801-114538

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/20/2024)

IAR

Texas
(7/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2001

Uniform Investment Adviser Law Examination

Current Firm

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT

CRD#: 286622 / SEC#: 801-114538

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 267-1501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIDENT BROCHURE FINAL 032825 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,389
AUM (Assets Under Management)	$ 12,094,371,500

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William J. Iredale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Iredale II's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIDENT ASSET MANAGEMENT

VIDENT INVESTMENT ADVISORY, LLC

RONALD BLUE & CO., LLC

Primary Firm SEC Registration

VIDENT ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2001

Current Firm

VIDENT ASSET MANAGEMENT

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIDENT ASSET MANAGEMENT

TRUST BUT VERIFY

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