Overview
Assets Under Management: $760 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 231
Average Client Assets: $3 million
Frequently Asked Questions
AFFINITY WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290735), AFFINITY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
AFFINITY WEALTH MANAGEMENT LLC is headquartered in WILMINGTON, DE.
AFFINITY WEALTH MANAGEMENT LLC serves 231 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, AFFINITY WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
AFFINITY WEALTH MANAGEMENT LLC manages $760 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, AFFINITY WEALTH MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,895
Discretionary Accounts: 1,726
Non-Discretionary Accounts: 169
Regulatory Filings
CRD Number: 290735
Filing ID: 2026022
Last Filing Date: 2025-11-06 07:54:42
Website: 0