AFFINITY WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$217,543,050
Discretionary
$203,342,709
Non-discretionary
$14,200,341
Firm details
- CRD number
- 285169
- SEC file number
- 801-131529
- Main office
- CANTON, OH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WWW.TAGPLANNING.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.