# Uhler Vertich White Advisors

Uhler Vertich White Advisors is a Bank / Wealth / Trust based in Fort Myers, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Myers, United States
- **Region:** North America
- **Address:** Fort Myers, FL, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** uvwadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/uhler-vertich-white-advisors

## Regulatory record

- **CRD number:** 130716
- **SEC file number:** 801-62896
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130716

## About

Uhler Vertich White Advisors was founded in 2002 and is based in Fort Myers, Florida. The firm provides investment advisory services, financial planning, and portfolio management to individuals, high-net-worth households, charitable organizations, foundations, and endowments. Its founder-led partnership model reflects the regional wealth-management practices common along Florida's Gulf Coast. The firm's investment approach centers on discretionary portfolio management for private clients, alongside advisory services for nonprofit institutions. Its service suite spans financial planning, asset allocation, and ongoing investment management. Client mandates typically cover taxable wealth, retirement assets, and charitable entities. The firm operates from a single office in Fort Myers, serving clients concentrated in Southwest Florida. The team structure and total assets under management are not publicly reported. Uhler Vertich White Advisors maintains a low-profile operating posture, consistent with many boutique advisory practices in secondary Florida markets. The firm's regulatory filings confirm its active status as a registered investment advisor. What distinguishes Uhler Vertich White Advisors structurally is its longevity as an independent, local partnership in a market increasingly dominated by consolidating national wealth-management platforms. The firm's sustained focus on personal advisory relationships over two decades represents a deliberate counterpoint to roll-up aggregation.

## Questions

### What services does Uhler Vertich White Advisors offer to clients?

The firm provides investment advisory services, financial planning, and discretionary portfolio management. Its client base includes individuals, high-net-worth households, charitable organizations, foundations, and endowments, according to its regulatory filings.

### Does Uhler Vertich White Advisors have offices outside of Florida?

No. The firm operates from a single office in Fort Myers, Florida, and serves clients concentrated in the Southwest Florida region.

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Last updated: 2026-06-03T20:00:00.000Z

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