DBA: UHLER VERTICH WHITE ADVISORS
| Total AUM | $513.7M |
| Discretionary | $422.0M82% of AUM |
| Non-Discretionary | $91.7M |
| Client Accounts | 1,002 |
| Avg Account Size | $513K |
| Employees | 11 |
| Peak AUM | $513.7MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $514M | +10.0% | +24.9% | +14.9% | |
| Discretionary AUM | |||||
| Total AUM | $513.7M |
| Discretionary | $422.0M |
| Employees | 11 |
| Client Accounts | 1002 |
| Client Range | 0 |
Address
1510 ROYAL PALM SQUARE BOULEVARD
FORT MYERS FL 33919-1068
Phone
239-936-6300
Filing History
64 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$422M
82.1% of AUM
Non-Discretionary
$92M
17.9% of AUM
Disc. mix ▼ 14.8pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$514M
| $422M |
| 6.8% |
| +23.4% |
| +15.0% |
| Non-Disc. AUM | $92M | +553.1% | +33.4% | +14.9% |
| Total Accounts | 1k | +3.2% | +19.8% | +12.3% |
| Avg Account Size | $512,649.701 | +6.6% | +4.3% | +2.4% |
| Employees | 11 | +10.0% | +10.9% | +9.1% |
| AUM / Employee | $47M | +0.0% | +12.7% | +5.3% |
Client AUM Segments | |||||
| Wealth AUM | $503M | +10.2% | +24.1% | +14.5% | |
| Institutional AUM | $10M | +1.2% | +358.7% | +117.1% | |
Client Count Segments | |||||
| HNW Clients | 293 | +62.8% | +33.6% | +18.1% | |
| Institutional | 5 | 0.0% | +7.5% | 0.0% | |
| Individuals | 126 | +6.8% | +15.4% | +8.4% | |