AMERITY WEALTH MANAGEMENT, LLC
CRD #322265 SEC #801-127745 LAKELAND, FL (863) 683-1750
SEC Registered
Total AUM
$277.3M
Discretionary
$277.3M
Employees
17
Clients
0
Accounts
1,138
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 27, 2025
- Branch Offices
- 17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | E | Control |
| WELLS, MARK, RUSSELL | I | CHIEF EXECUTIVE MEMBER | D | Control |
| WELLS, MARK, RUSSELL | I | MANAGING MEMBER | D | Control |
| WELLS, MARK, RUSSELL | I | MANAGING MEMBER | D | Control |
| WELLS, MARK, RUSSELL | I | MANAGING MEMBER | D | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BOND, DAWN, MAY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| TARR, NATHAN, CHARLES | I | MEMBER | A | |
| TARR, NATHAN, CHARLES | I | MEMBER | A | |
| TARR, NATHAN, CHARLES | I | MEMBER | A |
Registrations
Federal
IA
May 27, 2025 REGISTERED
Notice Filings (20)
AZ CA CO CT FL GA IL IN MA MI NC NJ NY OH OR SC TN TX VA WA
Address
4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5LAKELAND, FL 33813
United States
Phone: (863) 683-1750