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Uhler Vertich White Advisors LLC
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CRD # | 130716 |
SEC # | 801-62896 |
CIK # | |
AUM | $466.0 MM (2024-08-14) |
Employees | 10 (50% Investors, 70% Brokers) |
Phone | 239-936-6300 |
Address | 1510 Royal Palm Square Boulevard Fort Myers, FL 33919-1068 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 160 | 228.5 |
(b) Individuals (high net worth individuals) | 130 | 227.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 7 | 10.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 952 | 466.0 |
By Discretionary | ||
Discretionary | 694 | 395.5 |
Non-Discretionary | 258 | 70.5 |
Total | 952 | 466.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 466.0 | |
Total | 952 | 466.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ABLE Financial Group LLC
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|
AZ | 0.5 |
Benefit Fiduciary Group LLC
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|
VA | 0.5 |
Naples Wealth Planning LLC
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|
FL | 0.5 |
HFM Investment Advisors Inc
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|
DE | 0.5 |
Palladiem LLC
✚
|
PA | 0.5 |
Wealth Management Advisors LLC
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|
SC | 0.5 |
Signal Advisors Wealth LLC
✚
|
MI | 0.5 |
Monetary Management Group Inc
✚
|
MO | 0.5 |
Palisade Investments LLC
✚
|
NV | 0.5 |
Grand Jean Capital Management Inc
✚
|
CA | 0.5 |