Affinity Wealth LLC
Firm details
- Headquarters
- Canton, Ohio
- CRD number
- 285169
- Registered since
- November 29, 2024
- Website
- www.tagplanning.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., THE CAPITAL GROUP SECURITIES, INC., ALTRUIST FINANCIAL LLC, NATIONWIDE SECURITIES, LLC
- 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
FINTRXOverview
Affinity Wealth LLC is an independent registered investment advisor organized as an LLC and registered with the SEC in 2024. The firm is individually owned and positions itself as a capital allocator for both individual and family clients and institutional accounts. Its fee model combines a percentage of assets under management with fixed-fee engagements. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Automn Lowe
Chief Compliance Officer and Chief Operations OfficerCRD 5605276
Contacts
2 of 2
Brandon Clemens
Co-Founder & Wealth AdvisorCRD 7002991
Scott Lowe
Principal & Senior Wealth AdvisorCRD 4791932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$195M in ETFs
100%
$195M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $56.2M | 1,659,345 | 28.76% |
Location
Canton, OH
Stark
Location
Canton, OH
Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 4481 Munson St Nw
- Time zone
- ET (UTC-5)
- Office locations
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