Amerity Wealth Management, LLC
Amerity Wealth Management, LLC (CRD# 322265) is a financial advisory firm headquartered in Lakeland, FL. They manage $141,035,797 in 496 accounts and serve the financial needs of clients across 16 states (or territories).
-
Total Assets Under Management141MILLION
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$284,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IN, MA, MI, NC, NY, OH, OR, TN, TX, VA, WA
Joshua Fain (CRD# 6682604) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 7 years of experience in the finance industry.
Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 39 years of experience in the finance industry.
Gil Blas Velez (CRD# 6151913) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in West Palm Beach, FL and has over 9 years of experience in the finance industry.
Dawn Bond (CRD# 2314167) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
Lance Pearce (CRD# 6226270) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
Claire Taylor (CRD# 7711930) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Aberdeen, and has 1 year of experience in the finance industry.