Amerity Wealth Management, LLC

Overview

Amerity Wealth Management, LLC is an SEC registered investment adviser based in Lakeland, FL, registered since 2022. It reports $339M in assets under management across 1,089 accounts, with 17 employees. It has 17 investment adviser representatives.

Reported AUM

$339M

Discretionary

100%

Accounts

1,089

Average account

$311K

Employees

17

Advisory reps

17

Registered since

2022

Jurisdictions

21

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Mark Russell Wells Chief Executive Member CRD 2131963
• Dawn May Bond Member, Chief Compliance Officer CRD 2314167

Advisory reps 3 of 17

• Dawn May Bond Insurance Agent · Investment Adviser Rep CRD 2314167
• Brian Thomas Bothe Insurance Agent · Investment Adviser Rep CRD 2962893
• Kelson Rhys Brunelle Investment Adviser Rep CRD 7860185

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4740 Cleveland Heights Blvd Ste 5
Lakeland, FL 33813

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: ameritywm.com

Every state, with registration dates

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