AFFINITY WEALTH LLC

RIASEC RegisteredEst. 2024

Total AUM

$218M

Discretionary

$203M

93% of AUM

Avg account

$193K

Accounts

1,129

Employees

Advisory reps

Firm details

Headquarters: CANTON, Ohio
CRD number: 285169
Registered since: November 29, 2024
Website: www.tagplanning.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.94%
Individuals33.53%
Pension & Profit Sharing Plans6.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Affinity Wealth LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm positions itself as a capital allocator that blends fee‑based portfolio management with fixed-fee planning work. Its stated client mix covers individual and family relationships as well as institutional mandates, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside managers. The firm does not identify as an active ESG investor and is not described as a multistate adviser.