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AFFINITY WEALTH LLC
CRD 285169 · SEC 801-131529
4481 MUNSON ST NW, SUITE 302, CANTON, OH, 44718, United States
Phone
(330) 526-8412
Fax
(330) 526-8416
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.5M
Discretionary AUM
$203.3M
Team
5 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $73.0M |
| High net worth individuals | 90 | $130.4M |
| Pension/profit sharing plans | 10 | $14.2M |
States served
OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD