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Building 2AMERITY WEALTH MANAGEMENT, LLC

Map pinLAKELAND, FL
Phone(863) 683-1750
NotebookSEC #801-127745
Total AUM
$338.8M
Employees
17
Clients
750

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5
LAKELAND
FL 33813
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
(863) 683-1750
Other Offices
17

ReceiptFinancials

Total AUM
$338.8M
Accounts
1,089
Discretionary
$338.8M
Accounts
1,089
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
610
AUM
$162.6M
HNW Individual Clients
138
AUM
$171.7M
Corporation or Business Clients
2
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLGAILINMAMIMNNCNJNYOHORSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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