UHLER VERTICH WHITE ADVISORS

Legal name: UHLER VERTICH WHITE ADVISORS, LLC

CRD 130716File 801-62896

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$513.7M

Above cohort median (national)

Discretionary AUM

$422.0M

Non-discretionary $91.7M

Clients

424

1,002 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 12, 2004
Principal office: 1510 ROYAL PALM SQUARE BOULEVARD, SUITE 103, FORT MYERS, FL, 33919-1068
Phone: 239-936-6300
Website: HTTP://WWW.uvwadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $513.7M
Discretionary AUM: $422.0M
Non-discretionary AUM: $91.7M
Discretionary accounts: 740
Non-discretionary accounts: 262
Total accounts: 1,002
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$10.4M
High net worth individuals	126	$398.0M
Individuals (other than high net worth individuals)	293	$105.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.