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Home > Retirement Planners > florida > lakeland > AMERITY WEALTH MANAGEMENT, LLC
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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