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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AFFINITY WEALTH LLC

CRD 285169

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00131ef8-44f6-be51-c817-09e57ac6dc7c

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 28, 2024 to Aug 11, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $218MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $203M
Private client RAUM: $203MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,129
Individual clients: 217
High net worth clients: 90
SEC number: 801-131529
CRD: 285169
Filings on the tape: 8
First filed: Oct 28, 2024
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, OH
Website: tagplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT A LOWE	n/a	CANTON, OH	9	19	4	no
Brandon Michael Clemens	n/a	CANTON, OH	1	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOWE, AUTOMN, BEVERLYSUE	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	Na	yes	12/2023	Oct 28, 2024	Oct 28, 2024
LOWE, SCOTT, A	Owner	E	yes	08/2016	Oct 28, 2024	Oct 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AFFINITY INSURANCE STRATEGIES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 30, 2026	$218M	$203M	5	2	0	n/a	n/a
2024	Mar 18, 2025	$167M	$153M	6	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$218M	$167M	30.3%	n/a	n/a	5	6	0	0

Relationships

Registered with (3)

← Brandon Michael ClemensAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← SCOTT A LOWEAdvisorregistration: previous registration
Oct 25, 2016 to Dec 31, 2020factForm ADV
← RICHARD Robert EICHELDINGERAdvisorregistration: previous registration
May 21, 2019 to Nov 28, 2020factForm ADV

Controls (2)

← LOWE, SCOTT, AOwnerOWNER, ownership code E, individual
Oct 28, 2024 to Oct 28, 2024factForm ADV
← LOWE, AUTOMN, BEVERLYSUEOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER, ownership code NA, individual
Oct 28, 2024 to Oct 28, 2024factForm ADV

Dated events

Occurred
Oct 28, 2024
First Form ADV filing
Affinity Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00131ef8-44f6-be51-c817-09e57ac6dc7c
First observed: Oct 28, 2024
Last observed: Aug 11, 2026 41 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AFFINITY WEALTH LLC

CRD 285169

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00131ef8-44f6-be51-c817-09e57ac6dc7c

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT A LOWE

n/a

CANTON, OH

Brandon Michael Clemens

n/a

CANTON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOWE, AUTOMN, BEVERLYSUE

CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER

yes

12/2023

Oct 28, 2024

LOWE, SCOTT, A

Owner

yes

08/2016

Oct 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AFFINITY INSURANCE STRATEGIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 30, 2026

$218M

$203M

n/a

2024

Mar 18, 2025

$167M

$153M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$218M

$167M

30.3%

n/a