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AFFINITY WEALTH LLC

CANTON, OH · CRD 285169 · IAPD ↗ · tagplanning.com · (330) 526-8412

$217.5MRegulatory AUM
2Advisory reps
5Employees
2Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — AFFINITY WEALTH LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — AFFINITY WEALTH LLC reported RAUM up 30% ($167.0M -> $217.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — AFFINITY WEALTH LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — AFFINITY WEALTH LLC (CANTON, OH) is newly SEC-registered with $155.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.