Amerity Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$339M

Discretionary

$339M

100% of AUM

Avg account

$311K

Accounts

1,089

Employees

Advisory reps

Firm details

Headquarters: Lakeland, Florida
CRD number: 322265
Registered since: August 15, 2023
Website: www.amerity.ca
Custodians: PERSHING (CHANNEL ISLANDS) LIMITED, RL 360 INSURANCE COMPANY LIMITED, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI50.67%
Individuals47.98%
Corporations / Businesses1.35%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Amerity Wealth Management, LLC is an independent RIA organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, meaning it directs client capital to in-house and third-party managers. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation comes through a mix of percentage-of-AUM fees as well as hourly, fixed-fee and other arrangements. The firm notes an affiliation with an insurance company and does not identify as an active ESG investor.