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Managing Member · Amerity Wealth Management, LLC

Mark R. Wells

CRD 2131963 · Named on Form ADV at one SEC-registered adviser

At a glance

Amerity Wealth Management, LLC, an SEC-registered wealth manager based in Lakeland, FL with $339 million in regulatory assets, lists Mark R. Wells on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dawn M. BondMember, Chief Compliance Officer, Amerity Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.