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AMERITY WEALTH MANAGEMENT, LLC

AMERITY WEALTH MANAGEMENT, LLC

Tel: (863) 683-1750 4740 Cleveland Heights Boulevard, Suite 5 Lakeland, Florida 33813

About AMERITY WEALTH MANAGEMENT, LLC

AMERITY WEALTH MANAGEMENT, LLC is a Lakeland, Florida based financial advisory firm with nearly $277,340,000 in assets under management and provides investment advisory services for 1138 clients. There are currently 17 financial advisors at the firm.

General Information
Firm CRD#:

322265

Firm SEC#:

801-127745

Assets Under Management:

$277,340,000

No. of Clients:

1138

No. of Advisors:

17

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)

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