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| Happy Holidays!! thanks for using AUM13F!! |
| Uhler Vertich White Advisors LLC
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|---|---|
| CRD # | 130716 |
| SEC # | 801-62896 |
| CIK # | |
| AUM | $466.8 M (2025-07-22) |
| Employees | 10 (50% Investors, 60% Brokers) |
| Phone | 239-936-6300 |
| Address | 1510 Royal Palm Square Boulevard Fort Myers, FL 33919-1068 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 225.1 |
| (b) Individuals (high net worth individuals) | 118 | 231.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 466.8 |
| By Discretionary | ||
| Discretionary | 714 | 452.8 |
| Non-Discretionary | 257 | 14.0 |
| Total | 971 | 466.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.8 | |
| Total | 971 | 466.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cruden Bay Investment Management LLC
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|
CA | 0.5 |
|
Dean Jacobson Financial Services LLC
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TX | 0.5 |
|
Financial Gravity Family Office Services LLC
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|
TX | 0.5 |
|
Prentice Wealth Management LLC
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NY | 0.5 |
|
Intergy Private Wealth LLC
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|
CO | 0.5 |
|
Benefit Fiduciary Group LLC
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|
VA | 0.5 |
|
Headwater Investment Consulting Inc
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|
OR | 0.5 |
|
Conifer Investments Ltd
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|
CT | 0.5 |
|
Kercheville Advisors LLC
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|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.5 |