Network·Family Office

Amerity Wealth Management, LLC

Unclaimed

📍 LAKELAND, FL

Family Officefinancial services
ameritywm.com/

SEC CRD #801-127745

About

Amerity Wealth Management --> --> Amerity Wealth Management --> Amerity Wealth Management Make Your Wealth Work for You --> At Amerity Wealth Management our advisors work with you to provide what we believe is a robust holistic roadmap to your retirement, and working to encompass all your needs. CONTACT NOW --> what we believe is --> Amerity Wealth Management Our team of advisors are committed to providing you with what we believe is the best possible plan to grow, protect and transfer your money. With a planning-lead approach we take time to get to know you and understand what matters most to you. From there we develop a plan that is tailored to your unique needs and interests both for the present and the future. Our goal is to help ensure you have the peace of mind and financial security you deserve for now and years to come. We pride ourselves on our honesty, integrity and “striving to do the right thing”. Helping individuals and families work toward their financial goals by always putting their best interests at the forefront of everything we do. LEARN MORE --> our services What We Provide VIEW ALL SERVICES --> Holistic Wealth Management Holistic wealth management goes beyond mere numbers and investment returns; it's a comprehensive approach to aligning... Learn More --> Investment Management We recognize that every client Financial goals are unique, which is why our portfolios are bespoke for each individual client. Learn More --> Saving for College Education savings pla

Key Contact

DB

DAWN BOND

CHIEF COMPLIANCE OFFICER

📞 (863) 683-1750

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Geographic Focus

flunited statesglobalsoutheast

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AUM

$339M

Check Size

$8M–$8M

Location

LAKELAND, FL

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