Affinity Wealth Resources, LLC
Firm details
- Headquarters
- Bluffdale, Utah
- CRD number
- 288613
- Fee structure
- Hourly Charges, Subscription Fees
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Affinity Wealth Resources, LLC is an independent, Utah-based advisory firm organized as an LLC and owned by an individual. The firm concentrates on serving individuals, families and small-business clients, offering portfolio management alongside client education—publishing periodic newsletters and running seminars or workshops. Its pricing model is fee-for-service rather than asset-based, relying on hourly charges and subscription fees. The firm does not identify as an active ESG investor and appears to operate within a single state jurisdiction.
Assets & Accounts
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
Owners & executives
1 of 1
Joshua Crawley
CEOCRD 5579398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bluffdale, UT
Salt Lake
Location
Bluffdale, UT
Headquartered in Bluffdale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 955 W 14730 S
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Grandeur Peak Global Advisors
RIASalt Lake City , UT
Albion Financial Group
RIASalt Lake City , UT
Cross Creek Advisors, LLC
RIASalt Lake City , UT
Tanner Insurance & Advisory, LLC
RIASalt Lake City , UT
Wasatch Advisors LP
RIASalt Lake City , UT
Paragon Wealth Management
RIAProvo, UT