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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2004
- Office Locations
- 1
Office Locations
About Uhler Vertich White Advisors
Uhler Vertich White Advisors is a Fort Myers, FL wealth management firm focused on affluent families with complex, multigenerational needs. The team delivers integrated financial planning and investment management covering diversification, retirement planning, and coordinated estate and trust planning with ongoing portfolio oversight. The practice is intentionally limited to a select client roster for high-touch service; assets are custodied through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES COREY VERTICH
Owner, PARTNER
- CRD
- #1960620
- Ownership
- 75% or more
JOHN THOMAS UHLER
PARTNER
- CRD
- #501276
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jennifer Marie Brown
--
- CRD
- #5104991
Shane Andrew Carrier
--
- CRD
- #7249083
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,969,900 | $570,230 |
| Non-Discretionary | $91,705,100 | $350,019 |
| Total | $513,675,000 | $512,650 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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