Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoffman Financial Group | Alpharetta | GA | 08/2020 | 07/2025 |
| Eagle Watch Golf Club | Woodstock | GA | 08/2017 | 08/2020 |
| Northwood Golf Club | Lawrenceville | GA | 08/2015 | 08/2020 |
| Amerity Wealth Management, Llc | Alpharetta | GA | 07/2026 | Present |
| Amerity Financial, Llc | Alpharetta | GA | 07/2026 | Present |
| Unemployed | Mableton | GA | 08/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-02 |
Reach out to this advisor