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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 Oct 1, 2026
Regulatory AUM
$513.7M
Above cohort median (national)
Discretionary AUM
$422.0M
Non-discretionary $91.7M
Clients
424
1,002 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 303 | 424 | increased by121 |
| Apr 1, 2026 | AUM | $466,827,500 | $513,675,000 | increased by$46,847,500 |
| Apr 1, 2026 | Accounts | 971 | 1,002 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 211 | 303 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $303,014,837 | $466,827,500 | increased by$163,812,663 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 573 | 971 | increased by398 |
| Mar 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 212 | 211 | decreased by1 |
| Mar 1, 2022 | AUM | $250,168,433 | $303,014,837 | increased by$52,846,404 |
| Mar 1, 2022 | Accounts | 551 | 573 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UHLER VERTICH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UHLER VERTICH” may also match similarly-named firms). Confirm identity against each filing.
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.