UHLER VERTICH WHITE ADVISORS, LLC
Legal name: UHLER VERTICH WHITE ADVISORS
CRD #130716 SEC #801-62896 FORT MYERS, FL 239-936-6300
SEC Registered
Total AUM
$466.8M
Discretionary
$452.8M
Employees
10
Clients
0
Accounts
971
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Oct 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Jul 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Apr 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Mar 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Mar 2025 | $466.8M | $452.8M | $14M | 10 | 0 |
| Nov 2024 | $466M | $395.5M | $70.5M | 10 | 0 |
| Aug 2024 | $466M | $395.5M | $70.5M | 10 | 0 |
| Apr 2024 | $466M | $395.5M | $70.5M | 10 | 0 |
| Mar 2024 | $466M | $395.5M | $70.5M | 10 | 0 |
| Mar 2024 | $466M | $395.5M | $70.5M | 10 | 0 |
| Oct 2023 | $258.7M | $220.9M | $37.8M | 8 | 0 |
| May 2023 | $258.7M | $220.9M | $37.8M | 8 | 0 |
| Mar 2023 | $258.7M | $220.9M | $37.8M | 8 | 0 |
| Jun 2022 | $303M | $256.2M | $46.8M | 8 | 0 |
| May 2022 | $303M | $256.2M | $46.8M | 8 | 0 |
| Apr 2022 | $303M | $256.2M | $46.8M | 8 | 0 |
| Apr 2022 | $303M | $256.2M | $46.8M | 8 | 0 |
| Feb 2022 | $303M | $256.2M | $46.8M | 8 | 0 |
| Jan 2022 | $250.2M | $205.3M | $44.8M | 7 | 0 |
| Feb 2021 | $250.2M | $205.3M | $44.8M | 7 | 0 |
| Dec 2020 | $236M | $190.6M | $45.4M | 7 | 0 |
| May 2020 | $236M | $190.6M | $45.4M | 7 | 0 |
| Mar 2020 | $236M | $190.6M | $45.4M | 7 | 0 |
| Jan 2020 | $214.2M | $169.4M | $44.8M | 7 | 0 |
| Apr 2019 | $214.2M | $169.4M | $44.8M | 7 | 0 |
| Feb 2019 | $214.2M | $169.4M | $44.8M | 7 | 0 |
| Feb 2019 | $214.2M | $169.4M | $44.8M | 7 | 0 |
| Oct 2018 | $220.6M | $170.5M | $50.1M | 7 | 0 |
| Oct 2018 | $220.6M | $170.5M | $50.1M | 7 | 0 |
| Jun 2018 | $220.6M | $170.5M | $50.1M | 7 | 0 |
| Apr 2018 | $220.6M | $170.5M | $50.1M | 7 | 0 |
| Mar 2018 | $220.6M | $170.5M | $50.1M | 7 | 0 |
| Dec 2017 | $160.8M | $151.4M | $9.5M | 6 | 0 |
| Sep 2017 | $160.8M | $151.4M | $9.5M | 6 | 385 |
| Mar 2017 | $160.8M | $151.4M | $9.5M | 6 | 385 |
| Mar 2017 | $160.8M | $151.4M | $9.5M | 6 | 385 |
| Mar 2016 | $149.2M | $139.6M | $9.6M | 6 | 385 |
| Apr 2015 | $177.8M | $129.4M | $48.3M | 6 | 605 |
| Mar 2015 | $177.8M | $129.4M | $48.3M | 6 | 605 |
| Mar 2014 | $153.4M | $106.9M | $46.5M | 6 | 560 |
| Jun 2013 | $130.2M | $79.8M | $50.4M | 7 | 230 |
| Apr 2013 | $130.2M | $79.8M | $50.4M | 7 | 230 |
| Mar 2013 | $130.2M | $79.8M | $50.4M | 7 | 230 |
| Mar 2012 | $90.5M | $67.9M | $22.6M | 6 | 300 |
| Mar 2011 | $114.9M | $65.9M | $49M | 10 | -- |
| Mar 2010 | $74.8M | $61.7M | $13.1M | 10 | -- |
| Sep 2008 | $66.8M | $53M | $13.8M | 5 | -- |
| Mar 2007 | $66.4M | $31.7M | $34.7M | 10 | -- |
| Jun 2004 | $93.8M | $0 | $93.8M | 10 | -- |
DateOct 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateOct 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateJul 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateApr 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateMar 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateMar 2025
Total AUM$466.8M
Discretionary$452.8M
Non-Disc.$14M
Employees10
Clients0
DateNov 2024
Total AUM$466M
Discretionary$395.5M
Non-Disc.$70.5M
Employees10
Clients0
DateAug 2024
Total AUM$466M
Discretionary$395.5M
Non-Disc.$70.5M
Employees10
Clients0
DateApr 2024
Total AUM$466M
Discretionary$395.5M
Non-Disc.$70.5M
Employees10
Clients0
DateMar 2024
Total AUM$466M
Discretionary$395.5M
Non-Disc.$70.5M
Employees10
Clients0
DateMar 2024
Total AUM$466M
Discretionary$395.5M
Non-Disc.$70.5M
Employees10
Clients0
DateOct 2023
Total AUM$258.7M
Discretionary$220.9M
Non-Disc.$37.8M
Employees8
Clients0
DateMay 2023
Total AUM$258.7M
Discretionary$220.9M
Non-Disc.$37.8M
Employees8
Clients0
DateMar 2023
Total AUM$258.7M
Discretionary$220.9M
Non-Disc.$37.8M
Employees8
Clients0
DateJun 2022
Total AUM$303M
Discretionary$256.2M
Non-Disc.$46.8M
Employees8
Clients0
DateMay 2022
Total AUM$303M
Discretionary$256.2M
Non-Disc.$46.8M
Employees8
Clients0
DateApr 2022
Total AUM$303M
Discretionary$256.2M
Non-Disc.$46.8M
Employees8
Clients0
DateApr 2022
Total AUM$303M
Discretionary$256.2M
Non-Disc.$46.8M
Employees8
Clients0
DateFeb 2022
Total AUM$303M
Discretionary$256.2M
Non-Disc.$46.8M
Employees8
Clients0
DateJan 2022
Total AUM$250.2M
Discretionary$205.3M
Non-Disc.$44.8M
Employees7
Clients0
DateFeb 2021
Total AUM$250.2M
Discretionary$205.3M
Non-Disc.$44.8M
Employees7
Clients0
DateDec 2020
Total AUM$236M
Discretionary$190.6M
Non-Disc.$45.4M
Employees7
Clients0
DateMay 2020
Total AUM$236M
Discretionary$190.6M
Non-Disc.$45.4M
Employees7
Clients0
DateMar 2020
Total AUM$236M
Discretionary$190.6M
Non-Disc.$45.4M
Employees7
Clients0
DateJan 2020
Total AUM$214.2M
Discretionary$169.4M
Non-Disc.$44.8M
Employees7
Clients0
DateApr 2019
Total AUM$214.2M
Discretionary$169.4M
Non-Disc.$44.8M
Employees7
Clients0
DateFeb 2019
Total AUM$214.2M
Discretionary$169.4M
Non-Disc.$44.8M
Employees7
Clients0
DateFeb 2019
Total AUM$214.2M
Discretionary$169.4M
Non-Disc.$44.8M
Employees7
Clients0
DateOct 2018
Total AUM$220.6M
Discretionary$170.5M
Non-Disc.$50.1M
Employees7
Clients0
DateOct 2018
Total AUM$220.6M
Discretionary$170.5M
Non-Disc.$50.1M
Employees7
Clients0
DateJun 2018
Total AUM$220.6M
Discretionary$170.5M
Non-Disc.$50.1M
Employees7
Clients0
DateApr 2018
Total AUM$220.6M
Discretionary$170.5M
Non-Disc.$50.1M
Employees7
Clients0
DateMar 2018
Total AUM$220.6M
Discretionary$170.5M
Non-Disc.$50.1M
Employees7
Clients0
DateDec 2017
Total AUM$160.8M
Discretionary$151.4M
Non-Disc.$9.5M
Employees6
Clients0
DateSep 2017
Total AUM$160.8M
Discretionary$151.4M
Non-Disc.$9.5M
Employees6
Clients385
DateMar 2017
Total AUM$160.8M
Discretionary$151.4M
Non-Disc.$9.5M
Employees6
Clients385
DateMar 2017
Total AUM$160.8M
Discretionary$151.4M
Non-Disc.$9.5M
Employees6
Clients385
DateMar 2016
Total AUM$149.2M
Discretionary$139.6M
Non-Disc.$9.6M
Employees6
Clients385
DateApr 2015
Total AUM$177.8M
Discretionary$129.4M
Non-Disc.$48.3M
Employees6
Clients605
DateMar 2015
Total AUM$177.8M
Discretionary$129.4M
Non-Disc.$48.3M
Employees6
Clients605
DateMar 2014
Total AUM$153.4M
Discretionary$106.9M
Non-Disc.$46.5M
Employees6
Clients560
DateJun 2013
Total AUM$130.2M
Discretionary$79.8M
Non-Disc.$50.4M
Employees7
Clients230
DateApr 2013
Total AUM$130.2M
Discretionary$79.8M
Non-Disc.$50.4M
Employees7
Clients230
DateMar 2013
Total AUM$130.2M
Discretionary$79.8M
Non-Disc.$50.4M
Employees7
Clients230
DateMar 2012
Total AUM$90.5M
Discretionary$67.9M
Non-Disc.$22.6M
Employees6
Clients300
DateMar 2011
Total AUM$114.9M
Discretionary$65.9M
Non-Disc.$49M
Employees10
Clients--
DateMar 2010
Total AUM$74.8M
Discretionary$61.7M
Non-Disc.$13.1M
Employees10
Clients--
DateSep 2008
Total AUM$66.8M
Discretionary$53M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2007
Total AUM$66.4M
Discretionary$31.7M
Non-Disc.$34.7M
Employees10
Clients--
DateJun 2004
Total AUM$93.8M
Discretionary$0
Non-Disc.$93.8M
Employees10
Clients--