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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $277.3M | $277.3M | $0 | 17 | 6 |
| Apr 2025 | $277.3M | $277.3M | $0 | 17 | 6 |
| Feb 2025 | $277.3M | $277.3M | $0 | 17 | 6 |
| Jan 2025 | $141M | $141M | $0 | 15 | 0 |
| May 2024 | $141M | $141M | $0 | 15 | 0 |
| Apr 2024 | $141M | $141M | $0 | 15 | 0 |
| Feb 2024 | $141M | $141M | $0 | 15 | 0 |
| Aug 2023 | $53.3M | $53.3M | $0 | 10 | 0 |
| Jun 2023 | $11.7M | $11.7M | $0 | 9 | 0 |
| Apr 2023 | $4.2M | $4.2M | $0 | 4 | 0 |
| Apr 2023 | $4.2M | $4.2M | $0 | 4 | 0 |
| Mar 2023 | $4.2M | $4.2M | $0 | 4 | 0 |
DateMay 2025
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees17
Clients6
DateApr 2025
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees17
Clients6
DateFeb 2025
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees17
Clients6
DateJan 2025
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees15
Clients0
DateMay 2024
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees15
Clients0
DateFeb 2024
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees15
Clients0
DateAug 2023
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees4
Clients0