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AFFINITY WEALTH MANAGEMENT LLC
CRD 290735 · SEC 801-112231
2751 CENTERVILLE ROAD, SUITE 110, WILMINGTON, DE, 19808, United States
Phone
(302) 652-6767
Fax
(302) 295-9954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$872.5M
Discretionary AUM
$872.5M
Team
17 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $140.7M |
| High net worth individuals | 224 | $718.6M |
| Pension/profit sharing plans | 25 | $3.5M |
States served
CA, DE, GA, LA, MD, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD