Uhler Vertich White Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated April 1, 2026, reports $514M in regulatory assets under management, 11 employee, 1 office, and 1,002 accounts.
Assets Under Management
$514M
Employees
11
Offices
1 office
Total Clients
424
Primary office
FORT MYERS, FL
1510 ROYAL PALM SQUARE BOULEVARD, SUITE 103, FORT MYERS, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
293
2
HNWI
29.7%
126
3
Charitable
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$514Mas of April 1, 2026
Discretionary82.1%
$422M
82% of total RAUM82.1%
Non-discretionary17.9%
$92M
18% of total RAUM17.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$514M
Total Accounts1,002
10Y AUM Change+$353M (+219.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee39:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.