Overview
Assets Under Management: $277 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 113
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,138
Discretionary Accounts: 1,138
Regulatory Filings
CRD Number: 322265
Filing ID: 1993233
Last Filing Date: 2025-05-27 16:36:00
Website: https://ameritywm.com