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).

Current Firm Details
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813
https://ameritywm.com/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $284,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IN, MA, MI, NC, NY, OH, OR, TN, TX, VA, WA

Financial Advisors at Amerity Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joshua Fain, financial advisor Lakeland FL
Joshua C. Fain
CRD#: 6682604
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

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.

2
Brian Pearce, financial advisor Winter Haven FL
Brian S. Pearce
CRD#: 1334784
301 Third Street Nw, Suite 218, Winter Haven, FL 33881

Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Winter Haven, FL and has over 39 years of experience in the finance industry.

3
Gil Blas Velez, financial advisor West Palm Beach FL
Gil Blas M. Velez
CRD#: 6151913
1645 Palm Beach Lakes Blvd, Suite 1200, West Palm Beach, FL 33401

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.

4
Dawn Bond, financial advisor Atlanta GA
Dawn M. Bond
CRD#: 2314167
1870 The Exchange, Suite 200, Atlanta, GA 30339

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.

5
Lance Pearce, financial advisor Winter Haven FL
Lance M. Pearce
CRD#: 6226270
301 Third Street Nw, Suite 218, Winter Haven, FL 33881

Lance Pearce (CRD# 6226270) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Winter Haven, FL and has over 6 years of experience in the finance industry.

6
Claire Taylor, financial advisor Aberdeen
Claire Taylor
CRD#: 7711930
Aberdeen,

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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