SourcingSourcing

AFFINITY WEALTH LLC

C39
CRD 285169·SEC 801-131529·CANTON, OH
AUM
$217.5M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$653K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AFFINITY WEALTH LLC
CRD
285169
SEC file #
801-131529
EIN
—
DBA names
—

Economics

AUM
$217.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$167.0M → $217.5M▲ +30%
Client mix
Individuals Other217
Individuals High Net Worth90
Pension Profit Sharing Plans10

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
CANTON OH
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
tagplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOWE, SCOTT, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LOWE, SCOTT, A
LOWE, AUTOMN, BEVERLYSUE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TAGPLANNING.COM
Rdap Domain Creation Date
2011-11-22T18:14:39Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3216
Soi Zip Pct 200k Plus
0.1336
Soi Zip Returns 200k Plus
910
Soi Zip Total AGI
1,036,033
Fdic Zip Total Deposits
21,571,321,000
Fdic Zip Branch Count
307
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
National City Bank, NortheastCanton, OH
The United National Bank & Trust CompanyJackson Township, OH
Fdic Zip HHI
746.95
Fdic Zip Top Bank Share Pct
12.94
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-22T18:14:39Z
Rdap Domain Last Changed
2025-11-03T16:27:21Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,440
Returns1,600
Stub 2
AGI51,764
Returns1,400
Stub 3
AGI57,632
Returns940
Soi Zip Total Business Income
31,987
Soi Zip Total Cap Gains
69,361
Soi Zip Total Dividends
30,455
Soi Zip Total Returns
6,810
Top Owner CRD
4791932
Trust Company Affiliate
No

People (3)

3
LOWE, SCOTT, A
IAR · Direct Owner · 87.5%
4791932
LOWE, AUTOMN, BEVERLYSUE
Executive Officer · 2.5%
5605276
Brandon Michael Clemens
IAR
7002991