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Affinity Wealth Resources
Affinity Wealth Resources began operations in 2017. It functions as a registered investment adviser focused on advisory and management services.
Overview
Affinity Wealth Resources began operations in 2017. It functions as a registered investment adviser focused on advisory and management services. The firm offers portfolio management, investment advisory, corporate rating, publication services, and educational seminars. Clients include individuals, high-net-worth individuals, trusts, estates, corporations, and other business entities. Geographic activity remains concentrated in the United States. No public data exist on team size, additional offices, or adjacent vehicles. No operational events from the last 24 months appear in available records. The firm operates without disclosed ties to a specific family branch or operating company, leaving governance and succession details unreported.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Bluffdale
Corporate office
Sandy, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Affinity Wealth Resources?
No named principals or CIO appear in public records.
Does Affinity Wealth Resources participate in fund commitments or only direct deals?
Public materials describe direct portfolio management and advisory services without reference to fund commitments.
What investment stages does Affinity Wealth Resources typically target?
No stage-specific mandate is disclosed.
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