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AMERITY WEALTH MANAGEMENT, LLC

LAKELAND, FL · CRD 322265 · IAPD ↗ · ameritywm.com · (863) 683-1750

$338.8MRegulatory AUM
16Advisory reps
17Employees
7Clients
1-10Planning clients
0Private funds
21States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — AMERITY WEALTH MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — AMERITY WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
June 2025 — AMERITY WEALTH MANAGEMENT, LLC added office(s): 15 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
March 2025 — AMERITY WEALTH MANAGEMENT, LLC reported RAUM up 97% ($141.0M -> $277.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — AMERITY WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — AMERITY WEALTH MANAGEMENT, LLC added office(s): 12 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
May 2024 — AMERITY WEALTH MANAGEMENT, LLC notice-filed in IL, NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — AMERITY WEALTH MANAGEMENT, LLC now reports custody of client assets ($5.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
March 2024 — AMERITY WEALTH MANAGEMENT, LLC added office(s): 5 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — AMERITY WEALTH MANAGEMENT, LLC reported RAUM up 165% ($53.3M -> $141.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — AMERITY WEALTH MANAGEMENT, LLC grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.