DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Amerity Wealth Management, LLC

Independent wealth managerLakeland, FloridaCRD 322265SEC 801-127745websiteIAPD
Latest filing Jun 16, 2026
First filing on the tape Mar 27, 2023 · 15 filings
SEC status approved since Aug 15, 2023
RAUM
$339M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$334M individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$19.9M
derived; firm RAUM over IAPD count
Employees
17
16 advisory (5.B.1)
Offices
17
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$339M as of Jun 16, 2026
Feb 28, 2024$141M then
HNW client RAUM$172M as of Jun 16, 2026
Feb 28, 2024$68.3M then
State-registered IARs (5.B.3)15 as of Jun 16, 2026
Feb 28, 202412 then
Employees (5.A)17 as of Jun 16, 2026
Feb 28, 202415 then
Private funds: no history
RAUM +22% over the last fiscal yearIARs 15 to 15offices 15 to 17
Practice profile
derived from the filing of Jun 16, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$19.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
44derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.2MderivedHNW RAUM over HNW clients
Average account
$311,145derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.9derived18 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+14%derived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$10.3M, 35 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$172M51%
  • Individuals$163M48%
  • Corporations and businesses$4.6M1.4%
Individual clients
610reported
HNW clients
138reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,089reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$10.3M for 35 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Dawn May BondPeachtree City, GaOct 13, 202232 y1
Brian Stanley PearceWinter Haven, Fl Jun 9, 202341 y3
Nathan Charles TarrNaples, Fl Jul 26, 202317 y3
Timothy Alan KershawSetubalAug 15, 202311 y2
Simon Edmund PuttEssexOct 9, 202311 y2
Gil Blas Montilla VelezWest Palm Beach, FlNov 2, 202312 y2
Alexander Peter StojkovicNew York, Ny Jan 23, 202417 y1
David Robert WattlesFort Myers, FlJan 24, 202444 y2
James LavenderNorwichMay 25, 202410 y0
Christopher Lee StadlerWinter Garden, FlJun 21, 202418 y1
Daniel Martyn LeighCheltenhamAug 1, 202411 y0
Richard S TeitelbaumTampa, FlOct 10, 202415 y2
Jason William HerschTampa, FlOct 10, 202418 y2
Lance Michael PearceWinter Haven, Fl Jan 1, 202511 y1
Joshua Craig FainLady Lake, Fl Jan 2, 202512 y2
Kelson Rhys BrunelleAlpharetta, GaJul 27, 202611 y1
Brian Thomas BotheNaples, FlAug 25, 202628 y5
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • May Dawn Bond · Member, Chief Compliance Officercontrol
      since 06/2022 · owns 10% to 25%
    • Russell Mark Wells · Chief Executive Membercontrol
      since 06/2022 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Lakeland, Fl · principal400
    Naples, Fl210
    Tampa, Fl200
    Winter Haven, Fl200
    Stuart, Fl000
    Gloucester000
    Aberdeen000
    Offices
    Schedule D 1.F, the 25 largest
    • Winter Haven, FL2 employees
    • Chislehurst, Kent, United Kingdom1 employees
    • New York, NY1 employees
    • Peachtree City, GA1 employees
    • Punta Gorda, FL1 employees
    • Setubal, Portugal1 employees
    • West Palm Beach, FL1 employees
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 1,138 to 1,089
      May 27, 2025 to Mar 26, 2026
    • HNW clients · 113 to 138
      May 27, 2025 to Mar 26, 2026
    • Individual clients · 544 to 610
      May 27, 2025 to Mar 26, 2026
    • Assets in custody · $277M to $10.3M
      May 27, 2025 to Mar 26, 2026
    • Financial planning clients · 0 to 1-10
      May 27, 2025 to Mar 26, 2026
    • Discretionary RAUM · $277M to $339M
      May 27, 2025 to Mar 26, 2026
    • HNW RAUM · $148M to $172M
      May 27, 2025 to Mar 26, 2026
    • Individual RAUM · $125M to $163M
      May 27, 2025 to Mar 26, 2026
    • RAUM · $277M to $339M
      May 27, 2025 to Mar 26, 2026
    • Financial planning clients · 0 to 0
      Apr 11, 2025 to May 27, 2025
    • Other offices · 15 to 17
      Apr 11, 2025 to May 27, 2025
    • Accounts · 496 to 1,138
      Jan 20, 2025 to Feb 24, 2025
    • Advisory employees · 14 to 16
      Jan 20, 2025 to Feb 24, 2025
    • Advisory activities · 3 to 4
      Jan 20, 2025 to Feb 24, 2025
    • Corporate clients · 1 to 2
      Jan 20, 2025 to Feb 24, 2025
    • HNW clients · 56 to 113
      Jan 20, 2025 to Feb 24, 2025
    • Individual clients · 281 to 544
      Jan 20, 2025 to Feb 24, 2025
    • Assets in custody · $5.1M to $277M
      Jan 20, 2025 to Feb 24, 2025
    • Employees · 15 to 17
      Jan 20, 2025 to Feb 24, 2025
    • Insurance-licensed employees · 3 to 0
      Jan 20, 2025 to Feb 24, 2025
    • State-registered IARs · 12 to 15
      Jan 20, 2025 to Feb 24, 2025
    • Discretionary RAUM · $141M to $277M
      Jan 20, 2025 to Feb 24, 2025
    • HNW RAUM · $68.3M to $148M
      Jan 20, 2025 to Feb 24, 2025
    • Individual RAUM · $71.8M to $125M
      Jan 20, 2025 to Feb 24, 2025
    • RAUM · $141M to $277M
      Jan 20, 2025 to Feb 24, 2025
    • Other offices · 12 to 15
      May 2, 2024 to Jan 20, 2025
    • Assets in custody · $0 to $5.1M
      Feb 28, 2024 to Apr 1, 2024
    • Custody of client assets · false to true
      Feb 28, 2024 to Apr 1, 2024
    • Accounts · 288 to 496
      Aug 10, 2023 to Feb 28, 2024
    • Advisory employees · 8 to 14
      Aug 10, 2023 to Feb 28, 2024
    • Corporate clients · unset to 1.0
      Aug 10, 2023 to Feb 28, 2024
    • HNW clients · 8 to 56
      Aug 10, 2023 to Feb 28, 2024
    • Individual clients · 191 to 281
      Aug 10, 2023 to Feb 28, 2024
    • Employees · 10 to 15
      Aug 10, 2023 to Feb 28, 2024
    • State-registered IARs · 7 to 12
      Aug 10, 2023 to Feb 28, 2024
    • Other offices · 5 to 12
      Aug 10, 2023 to Feb 28, 2024
    • Discretionary RAUM · $53.3M to $141M
      Aug 10, 2023 to Feb 28, 2024
    • HNW RAUM · $11.6M to $68.3M
      Aug 10, 2023 to Feb 28, 2024
    • Individual RAUM · $41.6M to $71.8M
      Aug 10, 2023 to Feb 28, 2024
    • RAUM · $53.3M to $141M
      Aug 10, 2023 to Feb 28, 2024
    Signals
    7 dated events
    • Amerity Wealth Management, Llc reported RAUM $277.3M, up 97% from $141.0M (2025-01-20 to 2025-02-24)
      Feb 24, 2025 · RAUM change · derived
    • 2 advisors left Blacktower Financial Management (Us) LLC (Tampa, FL) for Amerity Wealth Management, LLC on the same day
      Oct 26, 2024 · Team lift-out · derived
    • Colin Matthew Kneale left Amerity Wealth Management, Llc for Beacon Global Advisor Network, Llc (registered 2024-08-07)
      Jul 29, 2024 · Advisor changed firm · fact
    • Claire Taylor left Amerity Wealth Management, Llc for Blacktower Financial Management (Us) Llc (registered 2024-08-01)
      Jul 29, 2024 · Advisor changed firm · fact
    • Amerity Wealth Management, Llc reported 12 offices beyond its principal office, up from 5 (2023-08-10 to 2024-02-28)
      Feb 28, 2024 · Office count change · derived
    • Sherwood Allison Barbour left Amerity Wealth Management, Llc for Altitude Capital Management Llc (registered 2024-01-23)
      Dec 31, 2023 · Advisor changed firm · fact
    • Amerity Wealth Management, Llc filed its initial SEC registration (Form ADV)
      Mar 27, 2023 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    contact@ameritywm.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    863-683-1750reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    ameritywm.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (863) 683-1750reportedpublic record, Form ADV, Jun 16, 2026
    Contact form
    ameritywm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    ameritywm.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $19.9Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026