Amerity Wealth Management, LLC

Registered investment adviser · Lakeland, FL · CRD #322265

Form ADV data as of 2026-09-01

Regulatory assets

$338.8 million

Total accounts

1,089

Employees

Disclosure events

Firm details

Website: https://ameritywm.com/
Telephone: (863) 683-1750
SEC file number: 801-127745
Most recent Form ADV filing: 2026-06-16
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$338.8 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$338.8 million
Discretionary accounts	1,089
Non-discretionary accounts	0
Total accounts	1,089
Regulatory assets under management attributable to non-U.S. persons	$4.9 million

People

Total employees (excluding clerical)	17
Employees performing investment advisory functions (including research)	16
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	15
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	13
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$10.3 million
Clients for whom the firm has custody	35
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	13

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	610	$162.6 million
High net worth individuals	138	$171.7 million
Corporations or other businesses not listed above	2	$4.6 million