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Affinity Wealth LLC

● SEC registered since 2024CRD 285169SEC# 801-131529Canton, OH
Export (members)
Reg. AUM
$167M
Employees
6
Accounts
1,516
Location
Canton, OH

Affinity Wealth LLC assets under management

Affinity Wealth LLC is an investment advisory firm registered with the SEC based in Canton, OH. The firm has been registered since 2024. It reports $167 million in regulatory assets under management and employs 6 people.
www.tagplanning.comView on SEC.gov ↗

Affinity Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Automn Beverlysue Lowe ControlChief Compliance Officer & Chief Operations OfficerUnder 5%2023
Scott A Lowe ControlOwnerOver 75%2016

Frequently asked questions

How much does Affinity Wealth LLC manage?

Affinity Wealth LLC reports $167 million in regulatory assets under management on its Form ADV.

How many employees does Affinity Wealth LLC have?

Affinity Wealth LLC reports 6 employees.

Where is Affinity Wealth LLC located?

Affinity Wealth LLC is based in Canton, OH and has been SEC-registered since 2024.

Does Affinity Wealth LLC disclose fund performance?

Affinity Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4481 Munson St NW, Suite 302, Canton, OH 44718
Phone(330) 526-8412
Fax(330) 526-8416
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153M
Non-discretionary$14M
Total (RAUM)$167M