AMERITY WEALTH MANAGEMENT, LLC of LAKELAND, FL is an SEC-registered investment adviser (CRD 322265). Regulatory assets under management: $338.8M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Russell Wells | CHIEF EXECUTIVE MEMBER; MANAGING MEMBER | — |
| Dawn May Bond | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Nathan Charles Tarr | MEMBER | — |
| BOND DAWN MAY | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| WELLS MARK RUSSELL | CHIEF EXECUTIVE MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 17 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| TAMPA | FL | 2 | 863-683-1750 |
| TAMPA | FL | 2 | 863-683-1750 |
| WINTER HAVEN | FL | 2 | 863-299-5808 |
| — | — | 1 | 447831212337 |
| — | — | 1 | 347-484-7178 |
| WEST PALM BEACH | FL | 1 | 786-468-0677 |
| FORT MYERS | FL | 1 | (239) 900-129 |
| LADY LAKE | FL | 1 | 863-683-1750 |
| — | — | 1 | 702-849-3169 |
| PUNTA GORDA | FL | 1 | 239-900-1292 |
| NEW YORK | NY | 1 | 212-924-1417 |
| CHISLEHURST, KENT | — | 1 | 44 1689 493455 |
| SETUBAL | — | 1 | 35-193-942-438 |
| PEACHTREE CITY | GA | 1 | 678-517-4474 |
| NAPLES | FL | 1 | 863-683-1750 |