Affinity Wealth LLC
● SEC registered since 2024CRD 285169SEC# 801-131529Canton, OH
Reg. AUM
$217.5M
Employees
5
Accounts
1,129
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 $217.5 million in regulatory assets under management and employs 5 people.
Affinity Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Automn Beverlysue Lowe Control | Chief Compliance Officer & Chief Operations Officer | Under 5% | 2023 |
| Scott A Lowe Control | Owner | Over 75% | 2016 |
Frequently asked questions
How much does Affinity Wealth LLC manage?
Affinity Wealth LLC reports $217.5 million in regulatory assets under management on its Form ADV.
How many employees does Affinity Wealth LLC have?
Affinity Wealth LLC reports 5 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
| Address | 4481 Munson St NW, Suite 302, Canton, OH 44718 |
| Phone | (330) 526-8412 |
| Fax | (330) 526-8416 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.5M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$217.5Mregulatory AUM
Discretionary $203.3MNon-discretionary $14.2M