Amerity Wealth Management, LLC
Amerity Wealth Management, LLC is an SEC-registered mass-market adviser in Lakeland, FL with $338.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Amerity Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322265, SEC 801-127745, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $338.8M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Lakeland, FL
- Employees
- 17
- Clients
- 750
- CRD
- 322265
- Ownership
- WELLS, MARK, RUSSELL; BOND, DAWN, MAY; TARR, NATHAN, CHARLES
How much AUM does Amerity Wealth Management, LLC have?
Amerity Wealth Management, LLC reported $338.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Amerity Wealth Management, LLC?
Disclosed owners and executives of Amerity Wealth Management, LLC include WELLS, MARK, RUSSELL, BOND, DAWN, MAY, TARR, NATHAN, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.