Amerity Wealth Management, LLC
● SEC registered since 2023CRD 322265SEC# 801-127745Lakeland, FL
Reg. AUM
$338.8M
Employees
17
Accounts
1,089
Location
Lakeland, FL
Amerity Wealth Management, LLC assets under management
Amerity Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lakeland, FL. The firm has been registered since 2023. It reports $338.8 million in regulatory assets under management and employs 17 people.
Amerity Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn May Bond Control | Member, Chief Compliance Officer | 10-25% | 2022 |
| Mark Russell Wells Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Amerity Wealth Management, LLC manage?
Amerity Wealth Management, LLC reports $338.8 million in regulatory assets under management on its Form ADV.
How many employees does Amerity Wealth Management, LLC have?
Amerity Wealth Management, LLC reports 17 employees.
Where is Amerity Wealth Management, LLC located?
Amerity Wealth Management, LLC is based in Lakeland, FL and has been SEC-registered since 2023.
Does Amerity Wealth Management, LLC disclose fund performance?
Amerity Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 |
| Phone | (863) 683-1750 |
| Fax | 863-583-4905 |
| Office hours | 9:00 To 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$338.8M▲ 140%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$338.8Mregulatory AUM
Discretionary $338.8M