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| Keyboard |
| Amerity Wealth Management LLC
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|---|---|
| CRD # | 322265 |
| SEC # | 801-127745 |
| CIK # | |
| AUM | 338.8 M (2026-06-16) |
| 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) | 610 | 162.6 |
| (b) Individuals (high net worth individuals) | 138 | 171.7 |
| (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 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,089 | 338.8 |
| By Discretionary | ||
| Discretionary | 1,089 | 338.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,089 | 338.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 333.9 | |
| Total | 1,089 | 338.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Eltekon Advisors LLC
✚
|
TX | 340.0 M |
|
Quantum Portfolio Management LLC
✚
|
NY | 339.6 M |
|
AP Wealth Management LLC
✚
|
GA | 339.6 M |
|
Longview Asset Management LLC
✚
|
NM | 339.5 M |
|
Turning Point Benefit Group Inc
✚
|
MD | 339.4 M |
|
Cresap Inc
✚
|
PA | 339.0 M |
|
MDRN Capital LLC
✚
|
MD | 338.6 M |
|
Core Compliance Group LLC
✚
|
SC | 338.4 M |
|
Nicholson Meyer Capital Management Inc
✚
|
MO | 338.1 M |
|
Addington Financial Group LLC
✚
|
338.1 M |