Amerity Wealth Management, Llc
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 750
- Avg AUM / client
- $452K
- Accounts
- 1,089
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 610 | $163M | 48.0% |
| High net worth individuals | 138 | $172M | 50.7% |
| Corporations and other businesses | 2 | $4.6M | 1.35% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dawn May Bond | Member, Chief Compliance Officer | Jun 2022 (4y) | 10% – 25% | |
| Wells, Mark, Russell | Chief Executive Member | Jun 2022 (4y) | 75% or more | |
| Brian Stanley Pearce | Registered representative | Jun 2023 (3y) | ||
| Nathan Charles Tarr | Registered representative | Jul 2023 (3y) | ||
| Timothy Alan Kershaw | Registered representative | Aug 2023 (3y) | ||
| Simon Edmund Putt | Registered representative | Oct 2023 (3y) | ||
| Gil Blas Montilla Velez | Registered representative | Nov 2023 (3y) | ||
| Alexander Peter Stojkovic | Registered representative | Jan 2024 (3y) | ||
| David Robert Wattles | Registered representative | Jan 2024 (3y) | ||
| James Lavender | Registered representative | May 2024 (2y) | ||
| Christopher Lee Stadler | Registered representative | Jun 2024 (2y) | ||
| Daniel Martyn Leigh | Registered representative | Aug 2024 (2y) | ||
| Jason William Hersch | Registered representative | Oct 2024 (2y) | ||
| Richard S Teitelbaum | Registered representative | Oct 2024 (2y) | ||
| Lance Michael Pearce | Registered representative | Jan 2025 (2y) | ||
| Joshua Craig Fain | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $85.5M (25% of AUM) Jun 2026
- Rl 360 Insurance Company Limited $78.6M (23% of AUM) Jun 2026
- Charles Schwab & Co. $77.1M (23% of AUM) Jun 2026
- Fidelity Brokerage Services $63.2M (19% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗