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 | — | — | — |