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UHLER VERTICH WHITE ADVISORS

FORT MYERS, FL · CRD 130716 · IAPD ↗ · uvwadvisors.com · 239-936-6300

$513.7MRegulatory AUM
6Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — UHLER VERTICH WHITE ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2026 — UHLER VERTICH WHITE ADVISORS crossed $500M in regulatory AUM ($466.8M -> $513.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
December 2025 — UHLER VERTICH WHITE ADVISORS changed its website from uhlerandvertich.com to uvwadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2025 — UHLER VERTICH WHITE ADVISORS notice-filed in OH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — UHLER VERTICH WHITE ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
December 2024 — UHLER VERTICH WHITE ADVISORS now reports custody of client assets ($640,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
May 2024 — UHLER VERTICH WHITE ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — UHLER VERTICH WHITE ADVISORS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — UHLER VERTICH WHITE ADVISORS reported RAUM up 80% ($258.7M -> $466.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.