Uhler Vertich White Advisors, LLC
● SEC registered since 2004CRD 130716SEC# 801-62896Fort Myers, FL
Reg. AUM
$513.7M
Employees
11
Accounts
1,002
Location
Fort Myers, FL
Uhler Vertich White Advisors, LLC assets under management
Uhler Vertich White Advisors, LLC is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2004. It reports $513.7 million in regulatory assets under management and employs 11 people.
Uhler Vertich White Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Keefe Fiore Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2021 |
| James Corey Vertich Control | Partner | Over 75% | 2002 |
| John Thomas Uhler Control | Partner | 25-50% | 2002 |
Frequently asked questions
How much does Uhler Vertich White Advisors, LLC manage?
Uhler Vertich White Advisors, LLC reports $513.7 million in regulatory assets under management on its Form ADV.
How many employees does Uhler Vertich White Advisors, LLC have?
Uhler Vertich White Advisors, LLC reports 11 employees.
Where is Uhler Vertich White Advisors, LLC located?
Uhler Vertich White Advisors, LLC is based in Fort Myers, FL and has been SEC-registered since 2004.
Does Uhler Vertich White Advisors, LLC disclose fund performance?
Uhler Vertich White Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919-1068 |
| Phone | 239-936-6300 |
| Fax | 239-936-0780 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$513.7M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$513.7Mregulatory AUM
Discretionary $422MNon-discretionary $91.7M