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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2022
- Office Locations
- 12
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.
Reported data analysis
What the numbers show
Between May 27, 2025 and June 16, 2026, reported AUM increased 22.2%, from $277.3M to $338.8M.
Across 4 reported observations, AUM increased 536.1% between August 10, 2023 and June 16, 2026, from $53.3M to $338.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 757 clients, or 47.3 clients per representative. That equates to $447.6K in reported AUM per client.
The profile lists 12 reported office locations and 4 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Amerity Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK RUSSELL WELLS
CEO, 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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Brian Thomas Bothe
--
- CRD
- #2962893
Kelson Rhys Brunelle
--
- CRD
- #7860185
Showing 2 of 18 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
SMA allocation detail is available
Amerity Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.