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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2022
- Office Locations
- 14
Office Locations
About Amerity Wealth Management, LLC
Amerity Wealth Management is a Lakeland, FL-based RIA serving individuals and families with a planning-led approach focused on retirement readiness. The team builds tailored strategies to grow, protect, and transfer wealth, integrating investment management with retirement, tax- and estate-planning coordination (no tax or legal advice). Investment approach emphasizes risk mitigation and consistent retirement income. Supports custody relationships including Schwab and Fidelity and provides client education via workshops and webinars.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK RUSSELL WELLS
Financial Professional, Managing Member
- CRD
- --
- Ownership
- 75% or more
DAWN MAY BOND
Chief Compliance Officer
- CRD
- #2314167
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Joshua Craig Fain
Financial Advisor
- CRD
- #6682604
JASON WILLIAM HERSCH
Investment Adviser Representative
- CRD
- #5578218
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,837,000 | $311,145 |
| Non-Discretionary | $0 | -- |
| Total | $338,837,000 | $311,145 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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