# AMERITY WEALTH MANAGEMENT, LLC

AMERITY WEALTH MANAGEMENT, LLC of LAKELAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 322265
- Type: SEC-registered investment adviser
- SEC file number: 801-127745
- Location: 4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5, LAKELAND, FL, 33813
- Phone: (863) 683-1750
- Latest filing: 2026-06-16
- Regulatory AUM: $338.8M
- Discretionary AUM: $338.8M
- Clients: 17
- Accounts: 1,089

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322265/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322265/similar
- Related entities: https://search.stillhousedata.com/firm/322265/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322265

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.