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AFFINITY WEALTH LLC
CRD 285169File 801-131529
APPROVED
Retail clients
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.5M
Below cohort median (national)
Discretionary AUM
$203.3M
Non-discretionary $14.2M
Clients
317
1,129 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 29, 2024
- Principal office
- 4481 MUNSON ST NW, SUITE 302, CANTON, OH, 44718
- Phone
- (330) 526-8412
- Website
- HTTPS://WWW.TAGPLANNING.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.5M
- Discretionary AUM
- $203.3M
- Non-discretionary AUM
- $14.2M
- Discretionary accounts
- 1,119
- Non-discretionary accounts
- 10
- Total accounts
- 1,129
- AUM per client
- $686K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $130.4M |
| Pension and profit sharing plans | 10 | $14.2M |
| Individuals (other than high net worth individuals) | 217 | $73.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.