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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $167M | $153M | $14M | 6 | 2 |
| Mar 2025 | $167M | $153M | $14M | 6 | 2 |
| Jan 2025 | $167M | $153M | $14M | 6 | 2 |
| Jan 2025 | $167M | $153M | $14M | 6 | 2 |
| Oct 2024 | $155.4M | $145.7M | $9.7M | 6 | 2 |
DateAug 2025
Total AUM$167M
Discretionary$153M
Non-Disc.$14M
Employees6
Clients2
DateMar 2025
Total AUM$167M
Discretionary$153M
Non-Disc.$14M
Employees6
Clients2
DateJan 2025
Total AUM$167M
Discretionary$153M
Non-Disc.$14M
Employees6
Clients2
DateJan 2025
Total AUM$167M
Discretionary$153M
Non-Disc.$14M
Employees6
Clients2
DateOct 2024
Total AUM$155.4M
Discretionary$145.7M
Non-Disc.$9.7M
Employees6
Clients2