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UHLER VERTICH WHITE ADVISORS
UHLER VERTICH WHITE ADVISORS, LLC
CRD 130716 · SEC 801-62896
1510 ROYAL PALM SQUARE BOULEVARD, SUITE 103, FORT MYERS, FL, 33919-1068, United States
Phone
239-936-6300
Fax
239-936-0780
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$513.7M
Discretionary AUM
$422.0M
Team
11 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 293 | $105.2M |
| High net worth individuals | 126 | $398.0M |
| Charitable organizations | 5 | $10.4M |
States served
IN, MI, NC, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD