Amerity Wealth Management, LLC

Amerity Wealth Management is a multi-advisor fiduciary that serves individual clients — including high‑net‑worth households — as well as businesses, pension and profit‑sharing plans, and trusts; the firm reports roughly $339 million in assets under management across 15 advisors and about 748 clients. It offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and ongoing UK pension management (SIPP/QROPS) services.

The firm typically manages accounts on a discretionary basis and implements third‑party model portfolios, ETFs, mutual funds, individual securities, and variable/index annuity products through multiple platforms and co‑advisors (Foundations, Alternativ, Charles Schwab Marketplace, and other third‑party managers). Amerity also works with held‑away 401(k) accounts via the Pontera Solution Platform, supports multi‑custodian execution (including Charles Schwab and Interactive Brokers for U.S. connected persons abroad), and conducts periodic reviews with tax‑aware considerations.

Noteworthy distinctions include the firm’s use of testimonials in its advertising materials, a practice the brochure notes is uncommon among multi‑team firms. The brochure also highlights the firm’s formal UK pension transfer process — including FCA‑required suitability reports for defined‑benefit transfers (which it states can cost £5,000 or more) — and discloses that many advisory representatives are independent contractors who are licensed insurance agents affiliated with Amerity Financial, with potential commission conflicts when insurance or annuity products are recommended.