# Affinity Wealth Resources

Affinity Wealth Resources is a Bank / Wealth / Trust based in Bluffdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bluffdale, United States
- **Region:** North America
- **Address:** Sandy, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** affinitywealthresources.com
- **LinkedIn:** https://www.linkedin.com/company/affinity-wealth-resources

## Regulatory record

- **CRD number:** 288613
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288613

## About

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.

## Sectors

- Investment Management
- Wealth Management

## 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.

## Related profiles

- [Affinity Private Wealth](https://altss.com/profile/affinity-private-wealth)
- [Affirma Capital](https://altss.com/profile/affirma-capital)

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Last updated: 2026-07-10T19:11:29.000Z

Canonical page: https://altss.com/profile/affinity-wealth-resources

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