# Affinity Wealth LLC

Affinity Wealth LLC is a Registered Investment Adviser based in Canton, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Canton, United States
- **Region:** North America
- **Address:** Canton, OH, United States
- **Assets under management:** $217.5M regulatory AUM (Form ADV, August 2026)
- **Website:** tagplanning.com

## Regulatory record

- **CRD number:** 285169
- **SEC file number:** 801-131529
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-08-11
- **Reports private funds:** No

## About

Affinity Wealth LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 285169, SEC file 801-131529), with its main office in Canton, Ohio. Its Form ADV filed on 11 August 2026 reports $217.5M in regulatory assets under management across 1,129 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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