AMERITY WEALTH MANAGEMENT, LLC

4740 Cleveland Heights Boulevard, Suite 5
Lakeland, Florida 33813
Tel: (863) 683-1750

About AMERITY WEALTH MANAGEMENT, LLC

AMERITY WEALTH MANAGEMENT, LLC, formally registered with the SEC as AMERITY WEALTH MANAGEMENT, LLC. The firm was established in 08/15/2023. They have over 16 offices throughout the country.

AMERITY WEALTH MANAGEMENT, LLC is a Lakeland, Florida based Financial Planning firm with nearly $277,340,000 assets under management, offering retirement planning & investment advisory services to 1138 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322265
SEC#	801-127745
Assets Managed by Firm	$277,340,000
No. of Clients	1138
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1138	$277,340,000
Individuals (other than high net worth individuals)	544	$125,404,000
High net worth individuals	113	$147,527,000
Corporations or other businesses	2	$4,409,000

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