Uhler Vertich White Advisors LLC

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Assets, Funds, Holdings

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Uhler Vertich White Advisors LLC
CRD #130716
SEC #801-62896
CIK #
AUM $466.0 MM (2024-08-14)
Employees 10 (50% Investors, 70% Brokers)
Phone239-936-6300
Address1510 Royal Palm Square Boulevard
Fort Myers, FL 33919-1068
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002004201120182025
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)
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Naples Wealth Planning LLC
FL 0.5
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DE 0.5
Palladiem LLC
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Wealth Management Advisors LLC
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Signal Advisors Wealth LLC
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Monetary Management Group Inc
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Palisade Investments LLC
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Grand Jean Capital Management Inc
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