{
  "crd_number": 322265,
  "slug": "amerity-wealth-management-llc-lakeland-fl-322265",
  "primary_business_name": "AMERITY WEALTH MANAGEMENT, LLC",
  "legal_name": "AMERITY WEALTH MANAGEMENT, LLC",
  "dbas": [
    "ALEXANDER PETER US LLC",
    "ALEXANDER PETER WEALTH MANAGEMENT US",
    "STADLER RETIRE"
  ],
  "city": "Lakeland",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "29460",
  "metro": {
    "cbsa_code": "29460",
    "common_name": "Lakeland",
    "msa_name": "Lakeland-Winter Haven, FL",
    "path": "/advisors/fl/lakeland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-15",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 338837000.0,
  "raum_discretionary": 338837000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 17,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 162578000.0,
      "count": 610
    },
    "high_net_worth_individuals": {
      "raum": 171675000.0,
      "count": 138
    },
    "corporations_other_businesses": {
      "raum": 4584000.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "MA",
    "MI",
    "MN",
    "NC",
    "NJ",
    "NY",
    "OH",
    "OR",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://ameritywm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322265",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "LAKELAND",
  "url": "https://advisorcensus.com/firm/amerity-wealth-management-llc-lakeland-fl-322265",
  "display_name": "Amerity Wealth Management, LLC",
  "summary": "Amerity Wealth Management, LLC is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Amerity Wealth Management, LLC (CRD 322265): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Amerity Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Amerity Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Amerity Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $300 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Amerity Wealth Management, LLC located?",
      "a": "Amerity Wealth Management, LLC's principal office is in Lakeland, FL, according to its Form ADV; the July 2026 filing also lists 12 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Amerity Wealth Management, LLC registered with the SEC or a state?",
      "a": "Amerity Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322265."
    },
    {
      "q": "How much does Amerity Wealth Management, LLC manage?",
      "a": "Amerity Wealth Management, LLC reports $338,837,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Amerity Wealth Management, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Amerity Wealth Management, LLC: Regulatory assets under management: $53,271,000 in the October 2023 data and $338,837,000 in the October 2026 data, up 536%. Total employees: 10 in October 2023 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Amerity Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (610); high net worth individuals (138); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Amerity Wealth Management, LLC use?",
      "a": "Amerity Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Pershing (Channel Islands) Limited and RL 360 Insurance Company Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Amerity Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322265"
    },
    {
      "q": "What changed in Amerity Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 53271000.0,
      "total_employees": 10,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 141035797.0,
      "total_employees": 15,
      "filing_date": "2024-05-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 277340000.0,
      "total_employees": 17,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 338837000.0,
      "total_employees": 17,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in MN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $277,340,000 to $338,837,000 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour"
        ],
        "quotes": [
          "Hourly Fee $300 per hour Payable as invoiced by Amerity Wealth."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": null
        }
      ]
    },
    "quotes": [
      "Hourly Fee $300 per hour Payable as invoiced by Amerity Wealth."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing (Channel Islands) Limited",
      "name_as_filed": "PERSHING (CHANNEL ISLANDS) LIMITED",
      "affiliated": false
    },
    {
      "name": "RL 360 Insurance Company Limited",
      "name_as_filed": "RL 360 INSURANCE COMPANY LIMITED",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/amerity-wealth-management-llc-lakeland-fl-322265.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 610,
      "fewer_than_5": false,
      "raum": 162578000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 138,
      "fewer_than_5": false,
      "raum": 171675000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4584000.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322265",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}