Affinity Wealth LLC
Affinity Wealth LLC is an SEC-registered mass-market adviser in Canton, OH with $217.5M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Affinity Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285169, SEC 801-131529, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $217.5M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- Canton, OH
- Employees
- 5
- Clients
- 317
- CRD
- 285169
- Ownership
- LOWE, AUTOMN, BEVERLYSUE; LOWE, SCOTT, A
How much AUM does Affinity Wealth LLC have?
Affinity Wealth LLC reported $217.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Affinity Wealth LLC?
Disclosed owners and executives of Affinity Wealth LLC include LOWE, AUTOMN, BEVERLYSUE, LOWE, SCOTT, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.