Automn Lowe is a control person of Affinity Wealth and directly owns under 5% of it.
Affinity Wealth is an investment adviser based in Canton, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $218 million, as filed on 11 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5605276
- Firm
- Affinity Wealth · CRD 285169
- Role
- Chief Compliance Officer & Chief Operations Officer
- In role since
- December 2023 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Canton, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Automn Lowe work?
Automn Lowe has been Chief Compliance Officer & Chief Operations Officer of Affinity Wealth LLC since December 2023, and is a control person of the firm.
How can I verify Automn Lowe’s record?
Automn Lowe’s role is listed on Affinity Wealth LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285169.