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UHLER VERTICH WHITE ADVISORS, LLC

Doing business as UHLER VERTICH WHITE ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$513,675,000
Discretionary
$421,969,900
Non-discretionary
$91,705,100

Firm details

CRD number
130716
SEC file number
801-62896
Main office
FORT MYERS, FL, United States
Employees
11
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.