Uhler Vertich White Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
Uhler Vertich White Advisors reports 424 clients. They include 293 individual clients, 126 high-net-worth individuals and 5 charitable organizations. Of its assets, 82.1% ($422M across 740 accounts) are managed with discretion; $91.7M across 262 accounts are not. A wrap fee program the firm both sponsors and manages holds $119M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 20% |
| High-net-worth individuals | 30% | 77% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 293 | $105M | 20.5% | $359K |
| High-net-worth individuals | 126 | $398M | 77.5% | $3.16M |
| Charitable organizations | 5 | $10.4M | 2.0% | $2.09M |
| Total | 424 | $514M | 100% | $1.21M |
- Clients
- 293
- Regulatory AUM
- $105M
- AUM share
- 20.5%
- Avg. per client
- $359K
- Clients
- 126
- Regulatory AUM
- $398M
- AUM share
- 77.5%
- Avg. per client
- $3.16M
- Clients
- 5
- Regulatory AUM
- $10.4M
- AUM share
- 2.0%
- Avg. per client
- $2.09M
Total
- Clients
- 424
- Regulatory AUM
- $514M
- AUM share
- 100%
- Avg. per client
- $1.21M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Uhler Vertich White Advisors charges 1.25%–2.25% a year for its Ambassador Program - IAR Managed. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Fee details and sources
James Vertich owns 75% or more of Uhler Vertich White Advisors. The leadership team of Uhler Vertich White Advisors includes Chief Operating Officer Bryan Fiore. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- 8 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Uhler Vertich White Advisors, LLC
James Vertich
Control person · since July 2002
- Owns 25% to 50% of Uhler Vertich White Advisors, LLC
John Uhler
Control person · since July 2002
Uhler Vertich White Advisors’ regulatory assets grew 2.1× from $250M (February 2021) to $514M (April 2026); clients rose from 212 to 424 and employees from 7 to 11. In 2023, Scott White Advisors ($161M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $514M | 424 | 11 | 2 |
| Jul 2025July 2025 | $467M | 303 | 10 | 2 |
| Apr 2024April 2024 | $466M | 297 | 10 | 1 |
| May 2023May 2023 | $259M | 205 | 8 | 1 |
| Jun 2022June 2022 | $303M | 211 | 8 | 1 |
| Feb 2021February 2021 | $250M | 212 | 7 | 1 |
Firms that joined
20231 joined
- Scott White AdvisorsLast filed AUM $161M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Uhler Vertich White Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 1510 Royal Palm Square Boulevard, Suite 103, Fort MyersHQ
Contact and registration details
- Legal name
- Uhler Vertich White Advisors, LLC
- Headquarters
- 1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919-1068
- Website
- uvwadvisors.com
- Phone
- 239-936-6300
- @uhler-vertich-white-advisors
- SEC file
- 801-62896
- Founded
- 2002
- Structure
- Florida LLC
- Fiscal year end
- December
Uhler Vertich White Advisors’ named custodians for separately managed accounts are Raymond James ($456M, 89%) and Raymond James ($57.8M, 11%). Uhler Vertich White Advisors has custody of $35M for 14 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $456M89%
- Raymond JamesRaymond James Trust Company of New Hampshire · Portsmouth, NH · $57.8M11%
At year end, Uhler Vertich White Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Cash3%
- Other1%
- Annuities1%
How many clients does Uhler Vertich White Advisors have?
Uhler Vertich White Advisors has 424 clients and manages $514 million for them, as of April 2026. They include 293 individual clients, 126 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Uhler Vertich White Advisors offer?
Uhler Vertich White Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Uhler Vertich White Advisors charge?
Uhler Vertich White Advisors charges 1.25%–2.25% a year for its Ambassador Program - IAR Managed. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does Uhler Vertich White Advisors use?
Uhler Vertich White Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $456M and Raymond James Trust Company of New Hampshire (Portsmouth, NH), with $57.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Uhler Vertich White Advisors have?
Uhler Vertich White Advisors has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Uhler Vertich White Advisors invest in?
At the end of its last fiscal year, Uhler Vertich White Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Uhler Vertich White Advisors?
Uhler Vertich White Advisors’ direct owners are John Uhler (25% to 50%) and James Vertich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Uhler Vertich White Advisors get paid?
Uhler Vertich White Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Uhler Vertich White Advisors?
Uhler Vertich White Advisors’ main office is at 1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919-1068. Its phone number is 239-936-6300. Its website is uvwadvisors.com.