Advisor at Amerity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Amerity Wealth Management, LLC
Location
Fort Myers, FL 33982
Credentials
Series 63, Series 65
Industry experience
9 years
David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.
Based on Amerity Wealth Management, LLC
Financial planning flat fees up to $1,500 for net worth under $500,000; $3,000 for $500,000 to $1,000,000; $5,000 for over $1,000,000.
$0 - $750,000: 2.10% $750,001 - $2,000,000: 1.60% $2,000,001+: 1.10%
Insurance product commissions typically range between 5% and 10% of the total purchase of the insurance product.
Up to $300 per hour for financial planning and consulting services.
48221 Lake Babock Drive
Fort Myers, FL 33982
Florida · Texas
Alexander Peter Insurance, LLC
2024 - Present (2 years)
Amerity Wealth Management, LLC
2024 - Present (2 years)
Alexander Peter Wealth Management
2017 - Present (9 years)
Beacon Global Advisor Network, LLC
2017 - Present (9 years)
Dave Wattles dba UK Pension Consultants
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Series 66
Cape Coral, FL
MarketStrats, LLC
Series 65
Ft Myers, FL
ACE Wealth Management LLC
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