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| Amerity Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 322265 |
| SEC # | 801-127745 |
| CIK # | |
| AUM | $4.2 MM (2023-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 863-683-1750 |
| Address | 4740 Cleveland Heights Boulevard, Suite 5 Lakeland, FL 33813 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 4.1 |
| (b) Individuals (high net worth individuals) | 2 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 4.2 |
| By Discretionary | ||
| Discretionary | 31 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 31 | 4.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
|
Archway Private Wealth LLC
✚
|
0.0 | |
|
Bloomsbury Asset Management LLP
✚
|
0.0 | |
|
Kerusso Capital Management LLC
✚
|
NC | 0.0 |
|
Tifin Grow LLC
✚
|
CO | 0.0 |
|
Galapagos Advisory LLC
✚
|
FL | 0.0 |
|
Stonebridge Capital Management III LLC
✚
|
NJ | 0.0 |
|
Quantumrock Capital GmbH
✚
|
0.0 | |
|
Galven Capital Management LLC
✚
|
CO | 0.0 |
|
Spear Advisors LLC
✚
|
NY | 0.0 |