# Amerity Wealth Management

Amerity Wealth Management is a Bank / Wealth / Trust based in Lakeland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakeland, United States
- **Region:** North America
- **Address:** Lakeland, FL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** ameritywm.com
- **LinkedIn:** https://www.linkedin.com/company/ameritywealthmanagementllc

## Regulatory record

- **CRD number:** 322265
- **SEC file number:** 801-127745
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322265

## About

Amerity Wealth Management was established in 2022 as a wealth manager and registered investment advisor. The firm delivers investment advisory services that include asset management and financial planning for its client base. No dated operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed adjacent vehicles or succession details.

## Questions

### Who runs investment decisions at Amerity Wealth Management?

No named principals or CIO are disclosed in available records.

### What client types does Amerity Wealth Management serve?

The firm advises individuals, high-net-worth individuals, businesses, and trusts.

## Related profiles

- [Ameritas Advisory Services](https://altss.com/profile/ameritas-advisory-services)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/amerity-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology