# Affluence

> Affluence is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 339023
- Filed as: AFFLUENCE
- Legal name: Affluence Investing LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339023
- AdvisorCensus page: https://advisorcensus.com/firm/affluence-339023

## Quick answers

**How is Affluence compensated?**
On its Form ADV (Item 5.E, October 2026), Affluence reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Affluence registered with the SEC or a state?**
Affluence is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339023.

**How much does Affluence manage?**
Affluence reports $238,084 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**Does Affluence 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/339023

**What changed in Affluence's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $200,341 to $238,084 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $238,084
- Discretionary: $238,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $238,084 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- useaffluence.com
- Instagram @affluence_investing
- LinkedIn @affluenceinvesting

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $200,341 to $238,084 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affluence (CRD 339023): Form ADV filing data as of October 2026.