David Robert Wattles

Amerity Wealth Management, LLC

8 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Amerity Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

659 clients

Average Client Portfolio

$421K average

Assets Under Management

$277.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $750K	2.10%
$750K - $2.0M	1.60%
$2M+	1.10%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

48221 Lake Babock Drive, Fort Myers, FL, 33982

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 1990

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Amerity Wealth Management, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Beacon Global Advisor Network, LLC

August 2017 - October 2024 · 7 yrs 2 mos

UK Pension Consultants LLC

June 2015 - December 2015 · 6 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.