# Affinity Wealth Resources, LLC

> Affinity Wealth Resources, LLC is a state-registered investment advisory firm in Bluffdale, UT, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated April 21, 2026.

- CRD: 288613
- Filed as: AFFINITY WEALTH RESOURCES, LLC
- Legal name: Crawley, Josh
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bluffdale, UT
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288613
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-wealth-resources-llc-bluffdale-ut-288613

## Quick answers

**How is Affinity Wealth Resources, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affinity Wealth Resources, LLC reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical).

**Where is Affinity Wealth Resources, LLC located?**
Affinity Wealth Resources, LLC's principal office is in Bluffdale, UT, according to its Form ADV.

**Is Affinity Wealth Resources, LLC registered with the SEC or a state?**
Affinity Wealth Resources, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288613.

**What types of clients does Affinity Wealth Resources, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Affinity Wealth Resources, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288613

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- affinitywealthresources.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Wealth Resources, LLC (CRD 288613): Form ADV filing data as of October 2026.