Amerity Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

322265

SEC number

801-127745

Firm type

RIA

Assets under management

$338.8M as of Jun 16, 2026

Website

ameritywm.com ↗

Phone

(863) 683-1750

Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813

Advisors at this firm

15 in our index · page 1 of 1

• Dawn May BondCRD 2314167 · Peachtree City, GA
  IA RegisteredRegistration inactive
• Joshua Craig FainCRD 6682604 · Lakeland, FL
  IA Registered
  Disclosure event(s) on record
• Jason William HerschCRD 5578218 · Tampa, FL
  IA RegisteredRegistration inactive
• Timothy Alan KershawCRD 7378866 · Setubal
  IA Registered
• James LavenderCRD 7474604 · Norwich
  IA Registered
• Daniel Martyn LeighCRD 7966468 · Cheltenham
  IA Registered
• Brian Stanley PearceCRD 1334784 · Winter Haven, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lance Michael PearceCRD 6226270 · Winter Haven, FL
  IA Registered
• Simon Edmund PuttCRD 7309103 · Essex
  IA Registered
• Christopher Lee StadlerCRD 6707161 · Winter Garden, FL
  IA RegisteredRegistration inactive
• Alexander Peter StojkovicCRD 7239125 · New York, NY
  IA Registered
• Nathan Charles TarrCRD 6533996 · Miami, FL
  IA Registered
• Richard S TeitelbaumCRD 4540928 · Tampa, FL
  IA RegisteredRegistration inactive
• Gil Blas Montilla VelezCRD 6151913 · West Palm Beach, FL
  IA Registered
• David Robert WattlesCRD 1011885 · Fort Myers, FL
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.