Affinity Wealth Llc
- Regulatory AUM
- $218M
- Discretionary
- $203M
- Clients
- 317
- Avg AUM / client
- $686K
- Accounts
- 1,129
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 217 | $73.0M | 33.5% |
| High net worth individuals | 90 | $130M | 59.9% |
| Pension and profit sharing plans | 10 | $14.2M | 6.53% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott A Lowe | Owner | Aug 2016 (10y) | 75% or more | |
| Lowe, Automn, Beverlysue | Chief Compliance Officer & Chief Operations Officer | Dec 2023 (3y) | Less than 5% | |
| Brandon Michael Clemens | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $180M (83% of AUM) Jun 2026
- Capital Group $17.2M (8% of AUM) Jun 2026
- Truist Financial Corp $3.1M (1% of AUM) Jun 2026
- Altruist Financial $3.1M (1% of AUM) Jun 2026
- Nationwide Investment Services Corporation $1.9M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗