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| Happy Holidays!! thanks for using AUM13F!! |
| Amerity Wealth Management LLC
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| CRD # | 322265 |
| SEC # | 801-127745 |
| CIK # | |
| AUM | $277.3 M (2025-05-27) |
| Employees | 17 (94% Investors, 0% Brokers) |
| Phone | 863-683-1750 |
| Address | 4740 Cleveland Heights Boulevard, Suite 5 Lakeland, FL 33813 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 544 | 125.4 |
| (b) Individuals (high net worth individuals) | 113 | 147.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 277.3 |
| By Discretionary | ||
| Discretionary | 1,138 | 277.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,138 | 277.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.4 | |
| United States Persons | 269.0 | |
| Total | 1,138 | 277.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Duet Advisory Services LLC
✚
|
MI | 0.3 |
|
Chapwood Capital Investment Management LLC
✚
|
TX | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
LPF Advisors LLC
✚
|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Capital Ideas Inc
✚
|
TX | 0.3 |
|
CornerStone Advisors LLC
✚
|
AR | 0.3 |
|
American Fundstars Financial Group LLC
✚
|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |