| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn May Bond Control | Member, Chief Compliance Officer | 10-25% | 2022 |
| Mark Russell Wells Control | Managing Member | 50-75% | 2022 |
| Nathan Charles Tarr | Member | 5-10% | 2023 |
Amerity Wealth Management, LLC reports $277.3 million in regulatory assets under management on its Form ADV.
Amerity Wealth Management, LLC reports 17 employees.
Amerity Wealth Management, LLC is based in Lakeland, FL and has been SEC-registered since 2023.
Amerity Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 |
| Phone | (863) 683-1750 |
| Fax | 863-583-4905 |
| Office hours | 9:00 To 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $277.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $277.3M |