AMERITY WEALTH MANAGEMENT, LLC
Adviser information for AMERITY WEALTH MANAGEMENT, LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 12 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 496 | $141.0M |
| Non-Discretionary | 0 | $0 |
| Total | 496 | $141.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 281 | $71.8M |
| HNW Individuals | 56 | $68.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $875,937 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127745 |
|---|---|
| SEC ERA File Number | 801-127745 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322265 |
| Legal Entity Identifier | None |
Principal Office
4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5LAKELAND
FL
United States
Monday - Friday, 9:00 TO 5:00
Tel: (863) 683-1750, Fax: 863-583-4905
Websites
Chief Compliance Officer
DAWN BOND
CHIEF COMPLIANCE OFFICER
401 WESTPARK COURT
SUITE 200
PEACHTREE CITY
GA
United States
Tel:
678-517-4474
Fax:
863-583-4905
D****@************M
(Full email address available in API data)
Regulatory Contact
MARK WELLS
CHIEF EXECUTIVE MEMBER
4740 CLEVELAND HEIGHTS BOULEVARD
SUITE 5
LAKELAND
FL
United States
Tel:
863-683-1750
Fax:
863-583-4905
M*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WELLS, MARK, RUSSELL | Individual | – | CHIEF EXECUTIVE MEMBER | 06/2022 | > 75% |
| BOND, DAWN, MAY | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 06/2022 | 10-25% |