AMERITY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$338,837,000
Discretionary
$338,837,000
Non-discretionary
$0
Firm details
- CRD number
- 322265
- SEC file number
- 801-127745
- Main office
- LAKELAND, FL, United States
- Employees
- 17
- SEC status
- Approved
- Website
- https://ameritywm.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.