AFFINITY WEALTH LLC
CRD #285169 SEC #801-131529 CANTON, OH (330) 526-8412
SEC Registered
Total AUM
$167M
Discretionary
$153M
Employees
6
Clients
101
Accounts
1,516
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, AUTOMN, BEVERLYSUE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
| LOWE, SCOTT, A | I | OWNER | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (3)
FL OH TN
Address
4481 MUNSON ST NWSUITE 302
CANTON, OH 44718
United States
Phone: (330) 526-8412