# Uhler Vertich White Advisors

> Uhler Vertich White Advisors is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 130716
- Filed as: UHLER VERTICH WHITE ADVISORS
- Legal name: Uhler Vertich White Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Myers, FL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130716
- AdvisorCensus page: https://advisorcensus.com/firm/uhler-vertich-white-advisors-fort-myers-fl-130716

## Quick answers

**How is Uhler Vertich White Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Uhler Vertich White Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Uhler Vertich White Advisors located?**
Uhler Vertich White Advisors' principal office is in Fort Myers, FL, according to its Form ADV.

**Is Uhler Vertich White Advisors registered with the SEC or a state?**
Uhler Vertich White Advisors is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130716.

**How much does Uhler Vertich White Advisors manage?**
Uhler Vertich White Advisors reports $513,675,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (82% discretionary).

**How have Uhler Vertich White Advisors' assets and staff changed since 2021?**
In the Form ADV data for Uhler Vertich White Advisors: Regulatory assets under management: $250,168,433 in the October 2021 data and $513,675,000 in the October 2026 data, up 105%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Uhler Vertich White Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (293); high net worth individuals (126); charitable organizations (5).

**Which custodians does Uhler Vertich White Advisors use?**
Uhler Vertich White Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of New Hampshire as custodians holding 10% or more of its separately managed account assets.

**Does Uhler Vertich White Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130716

**What changed in Uhler Vertich White Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $466,827,500 to $513,675,000 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company of New Hampshire

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $513,675,000
- Discretionary: $421,969,900
- Non-discretionary: $91,705,100

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 293 | $105,201,800 |
| High net worth individuals | 126 | $398,029,200 |
| Charitable organizations | 5 | $10,444,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN, MI, NC, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- uhlerandvertich.com
- uvwadvisors.com
- Facebook @UhlerVertichWhiteAdvisors
- LinkedIn @uhler-vertich-white-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $250,168,433 | 7 | February 23, 2021 |
| October 2022 | $303,014,837 | 8 | June 10, 2022 |
| October 2023 | $258,679,749 | 8 | May 17, 2023 |
| October 2024 | $466,000,000 | 10 | August 14, 2024 |
| October 2025 | $466,827,500 | 10 | July 22, 2025 |
| October 2026 | $513,675,000 | 11 | April 1, 2026 |

Regulatory assets under management: $250,168,433 in the October 2021 data and $513,675,000 in the October 2026 data, up 105%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $466,827,500 to $513,675,000 (+10%).

### January 2026
- No longer registered or notice-filed in LA.

### December 2025
- Registered or notice-filed in OH, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Uhler Vertich White Advisors (CRD 130716): Form ADV filing data as of October 2026.