Uhler Vertich White Advisors
Uhler Vertich White Advisors is an SEC-registered wealth manager in Fort Myers, FL with $513.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Uhler Vertich White Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130716, SEC 801-62896, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $513.7M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Fort Myers, FL
- Employees
- 11
- Clients
- 424
- CRD
- 130716
- Ownership
- UHLER, JOHN, THOMAS; VERTICH, JAMES, COREY; Fiore, Bryan, Keefe
How much AUM does Uhler Vertich White Advisors have?
Uhler Vertich White Advisors reported $513.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Uhler Vertich White Advisors?
Disclosed owners and executives of Uhler Vertich White Advisors include UHLER, JOHN, THOMAS, VERTICH, JAMES, COREY, Fiore, Bryan, Keefe. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.