Amerity Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Amerity Wealth Management reports 750 clients. They include 610 individual clients, 138 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($339M across 1,089 accounts) are managed with discretion. Of its clients, 2% are outside the U.S. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 48% |
| High-net-worth individuals | 18% | 51% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 610 | $163M | 48.0% | $267K |
| High-net-worth individuals | 138 | $172M | 50.7% | $1.24M |
| Corporations and other businesses | Fewer than 5 | $4.58M | 1.4% | $2.29M |
| Total | 750 | $339M | 100% | — |
- Clients
- 610
- Regulatory AUM
- $163M
- AUM share
- 48.0%
- Avg. per client
- $267K
- Clients
- 138
- Regulatory AUM
- $172M
- AUM share
- 50.7%
- Avg. per client
- $1.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.58M
- AUM share
- 1.4%
- Avg. per client
- $2.29M
Total
- Clients
- 750
- Regulatory AUM
- $339M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Amerity Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-Fee Financial Planning
- Fixed fees are negotiated up to $1,500 for net worth under $500,000, $3,000 for $500,000 to $1,000,000, and $5,000 above $1,000,000.
- Hourly Financial Planning
- Hourly financial planning is $300 per hour, payable as invoiced.
Mark Wells owns 75% or more of Amerity Wealth Management. The leadership team of Amerity Wealth Management includes Chief Compliance Officer Dawn Bond. It has 17 employees, 16 of them in advisory roles.
Leadership
- Dawn BondMember, Chief Compliance Officer
- Mark WellsManaging Member
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Dawn May Bond
- Brian Thomas Bothe
- Kelson Rhys Brunelle
- Joshua Craig Fain
- Jason William Hersch
- Timothy Alan Kershaw
- James Lavender
- Daniel Martyn Leigh
- Brian Stanley Pearce
- Lance Michael Pearce
- Simon Edmund Putt
- Christopher Lee Stadler
- Alexander Peter Stojkovic
- Nathan Charles Tarr
- Richard S Teitelbaum
- Gil Blas Montilla Velez
- David Robert Wattles
Staff
- 17 employees
- 16 in advisory functions
- 15 state-registered reps
- 13 insurance agents
- 4 soliciting firms
- Owns 75% or more of Amerity Wealth Management, LLC
Mark Wells
Control person · since June 2022
- Owns 10% to 25% of Amerity Wealth Management, LLC
Dawn Bond
Control person · since June 2022
Amerity Wealth Management’s regulatory assets grew 2.4× from $141M (May 2024) to $339M (June 2026); clients rose from 338 to 750 and employees from 15 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $339M | 750 | 17 | 18 |
| May 2025 | $277M | 659 | 17 | 18 |
| May 2024 | $141M | 338 | 15 | 13 |
Besides its headquarters, Amerity Wealth Management has 17 offices (4 private residences, listed without an address), with 14 listed addresses in the U.S. and abroad.
Florida · 10 listed addresses
- 4740 Cleveland Heights Boulevard, Suite 5, LakelandHQ
- 12200 W. Colonial Drive, Winter Garden
- 1645 Palm Beach Lakes Boulevard, West Palm Beach
- 5237 Summerlin Commons BLVD, Fort Myers
- 510 CR-466, Lady Lake
- 42881 Lake Babcock Drive, Punta Gorda
- 301 Third Street NW, Winter Haven
- 410 S. Ware Boulevard, Tampa
- 1810 W. Kennedy Boulevard, Tampa
- 3201 Tamiami Trail North, Naples
Georgia · 1 listed address
- 401 Westpark Court, Peachtree City
New York · 1 listed address
- 125 Park Avenue, New York
International offices
- 1 BROMLEY LANE, CHISLEHURST, KENT, BR7 6LH, United Kingdom
- 24 AVENIDA ALEXANDRE HERCULANO 6E, SETUBAL, 2900-205, Portugal
Other business names
Amerity Wealth Management has reported 3 other business names to the SEC.
- Alexander Peter US LLC
- Alexander Peter Wealth Management US
- Stadler Retire
Contact and registration details
- Legal name
- Amerity Wealth Management, LLC
- Headquarters
- 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813
- Website
- ameritywm.com
- Phone
- 863-683-1750
- SEC file
- 801-127745
- Structure
- Florida LLC
- Fiscal year end
- December
Amerity Wealth Management uses Pershing ($85.5M, 28%), RL 360 Insurance Company Limited ($78.6M, 26%) and Charles Schwab ($77.1M, 25%), among others, as custodians for its separately managed accounts. Amerity Wealth Management has custody of $10.3M in client assets for 35 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $63.2M21%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $77.1M25%
- RL 360 Insurance Company LimitedRL 360 Insurance Company Limited · Douglas · $78.6M26%
- PershingPershing Channel Islands, LTD · St Helier · $85.5M28%
At year end, Amerity Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds76%
- Registered funds75%
- Pooled vehicles1%
- Cash10%
- Other1%
- Indexes on fixed index annuities1%
How many clients does Amerity Wealth Management have?
Amerity Wealth Management has 750 clients and manages $339 million for them, as of June 2026. They include 610 individual clients, 138 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Amerity Wealth Management offer?
Amerity Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Amerity Wealth Management use?
Amerity Wealth Management’s separately managed account assets are held at Pershing Channel Islands, LTD (St Helier), with $85.5M, RL 360 Insurance Company Limited (Douglas), with $78.6M, Charles Schwab & Co., Inc. (Westlake, TX), with $77.1M and Fidelity Brokerage Services LLC (Smithfield, RI), with $63.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Amerity Wealth Management have?
Amerity Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 17 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Amerity Wealth Management invest in?
At the end of its last fiscal year, Amerity Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 10% cash and equivalents, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Indexes on Fixed Index Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Amerity Wealth Management?
Amerity Wealth Management’s direct owners are Mark Wells (75% or more) and Dawn Bond (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Amerity Wealth Management get paid?
Amerity Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Amerity Wealth Management?
Amerity Wealth Management’s main office is at 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813. Its phone number is 863-683-1750. Its website is ameritywm.com.