Amerity Wealth Management, LLC (Amerity WM), is a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-127745, and offers investment and financial advisory services , through its advisers. CRD number: 322265. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses Amerity Wealth Management, LLC or the services and advice provided. Investment advisory services and fees differ, and it is important you understand these differences. The SEC provides free and simple tools to research firms and financial professionals and educational information at www.Investor.gov/CRS and https://adviserinfo.sec.gov/ . Amerity Wealth Management, LLC does not provide tax or legal advice. The information on this website should not be considered tax or legal advice.
Amerity WM’s website is limited to the dissemination of general information pertaining to its services, along with additional investment-related information, publications, and links. Accordingly, the publication of Amerity WM’s website on the Internet should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. A copy of Amerity’s written disclosure statement discussing operations, services, and fees is available here or at the SEC’s investment adviser public information website – AMERITY WEALTH MANAGEMENT, LLC - Investment Adviser Firm (sec.gov) or directly from Amerity WM upon written request.
This website and information are provided for guidance and information purposes only. Investments involve risk including loss of principle and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any financial strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Amerity Financial LLC and its appointed representatives.
The below brochure’s provide information about the qualifications and business practices of Amerity Wealth Management, LLC. If you have any questions about the contents, please contact us at (800) 828-1751 and/or infoadmin@ameritywm.com. The information in these Brochures have not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Additional information about Amerity Wealth Management, LLC, is also available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Amerity Wealth Management, LLC is 322265.
The Contents of this website may not be reproduced, published (partially or fully), transmitted or modified without prior permission from Amerity Wealth Management, LLC.