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Amerity Wealth Management, LLC CRD 322265
$339M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-01-24 |
Branch Locations
48221 Lake Babock Drive, Fort Myers, FL 33982 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Global Advisor Network, Llc | Fort Myers | FL | 07/2017 | Present |
| Amerity Wealth Management, Llc | Fort Myers | FL | 01/2024 | Present |
| Alexander Peter Wealth Management | Fort Myers | FL | 07/2017 | Present |
| Alexander Peter Insurance, Llc | Lakeland | FL | 01/2024 | Present |
| Dave Wattles Dba Uk Pension Consultants | Ft Myers | FL | 06/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-12 |
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