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AMERITY WEALTH MANAGEMENT, LLC
CRD 322265 · SEC 801-127745
4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5, LAKELAND, FL, 33813, United States
Phone
(863) 683-1750
Fax
863-583-4905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$338.8M
Discretionary AUM
$338.8M
Team
17 total employees; 16 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 610 | $162.6M |
| High net worth individuals | 138 | $171.7M |
| Corporations/business entities | 2 | $4.6M |
States served
AZ, CA, CO, GA, IL, IN, MA, MI, MN, NJ, NY, NC, OH, OR, SC, TN, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD