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 registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements and other fee structures. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm is not identified as an active ESG investor. It lists an industry affiliation with an insurance company.