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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Fiore, Bryan, Keefe | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| VERTICH, JAMES, COREY | I | PARTNER | E | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| UHLER, JOHN, THOMAS | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
| VERTICH, JAMES, COREY | I | PARTNER | C | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (12)
CA FL IL IN LA MI NC NY OH PA SC TX
Address
1510 ROYAL PALM SQUARE BOULEVARDSUITE 103
FORT MYERS, FL 33919-1068
United States
Phone: 239-936-6300