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AFFINITY WEALTH MANAGEMENT, LLC
CRD 338239
461 S MAIN ST, PLYMOUTH, MI, 48170, United States
Phone
734-404-6977
Fax
734-404-6976
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$73.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $37.3M |
| High net worth individuals | 28 | $34.2M |
| Pooled investment vehicles | 3 | $1.8M |
| Pension/profit sharing plans | 2 | $1.5M |
Official SEC filing: View on IAPD