# UHLER VERTICH WHITE ADVISORS, LLC

UHLER VERTICH WHITE ADVISORS, LLC of FORT MYERS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 130716
- Type: SEC-registered investment adviser
- SEC file number: 801-62896
- Location: 1510 ROYAL PALM SQUARE BOULEVARD, SUITE 103, FORT MYERS, FL, 33919-1068
- Phone: 239-936-6300
- Latest filing: 2026-04-01
- Regulatory AUM: $513.7M
- Discretionary AUM: $422.0M
- Non-discretionary AUM: $91.7M
- Clients: 11
- Accounts: 1,002

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Thomas Uhler | PARTNER | — |
| James Corey Vertich | PARTNER | — |
| Bryan Keefe Fiore | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| UHLER JOHN THOMAS | PARTNER; PARTNER/CCO; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| VERTICH JAMES COREY | PARTNER | — |
| Fiore Bryan Keefe | CHIEF OPERATING OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 2399366300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130716/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130716/similar
- Related entities: https://search.stillhousedata.com/firm/130716/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130716

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.