Overview
Assets Under Management: $218 million
Headquarters: CANTON, OH
High-Net-Worth Clients: 90
Average Client Assets: $1 million
Frequently Asked Questions
AFFINITY WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285169), AFFINITY WEALTH LLC is subject to fiduciary duty under federal law.
AFFINITY WEALTH LLC is headquartered in CANTON, OH.
AFFINITY WEALTH LLC serves 90 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, AFFINITY WEALTH LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AFFINITY WEALTH LLC manages $218 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, AFFINITY WEALTH LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.94
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,129
Discretionary Accounts: 1,119
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 285169
Filing ID: 2046322
Last Filing Date: 2026-01-30 08:33:16