AMERITY WEALTH MANAGEMENT, LLC

CRD 322265File 801-127745

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$338.8M

Below cohort median (national)

Discretionary AUM

$338.8M

Clients

750

1,089 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 15, 2023
Principal office: 4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5, LAKELAND, FL, 33813
Phone: (863) 683-1750
Website: https://ameritywm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $338.8M
Discretionary AUM: $338.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,089
Non-discretionary accounts: 0
Total accounts: 1,089
AUM per client: $452K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.6M
High net worth individuals	138	$171.7M
Individuals (other than high net worth individuals)	610	$162.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PERCENTAGE OF RETIREMENT PLAN ASSETS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.