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DW
DW
David Robert Wattles
Amerity Wealth Management, LLC
8 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Tax Planning
Estate 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
Investment Management
Planning
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
—
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Location
48221 Lake Babock Drive, Fort Myers, FL, 33982
Get directions
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 Registrations
2 states
FL
TX
Advisor
Exams
No exam information available for this advisor.