# Affluence Advisory LLC

> Affluence Advisory LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated January 5, 2026.

- CRD: 328805
- Filed as: AFFLUENCE ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328805
- AdvisorCensus page: https://advisorcensus.com/firm/affluence-advisory-llc-328805

## Quick answers

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

**Is Affluence Advisory LLC registered with the SEC or a state?**
Affluence Advisory LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328805.

**Does Affluence Advisory 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/328805

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affluence Advisory LLC (CRD 328805): Form ADV filing data as of October 2026.