Affinity Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canton, OH. Its latest Form ADV filing, dated January 30, 2026, reports $218M in regulatory assets under management, 5 employees, and 1,129 accounts.
Assets Under Management
$218M
Employees
5
Offices
--
Total Clients
317
Primary office
CANTON, OH
4481 MUNSON ST NW, SUITE 302, CANTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
217
2
HNWI
28.4%
90
3
Pension Plans
3.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of January 30, 2026
Discretionary93.5%
$203M
93% of total RAUM93.5%
Non-discretionary6.5%
$14M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts1,129
10Y AUM Change+$62M (+40.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee63:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.