Wealth Manager
    SEC Registered
    Manages Private Funds

    Affinity Wealth Management LLC

    Registered investment advisor · Wilmington, Delaware · CRD #290735

    Assets Under Management
    $873M
    Client Accounts
    2,004
    Employees
    17
    CRD Number
    290735
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Affinity Wealth Management LLC

    Affinity Wealth Management LLC is a full-service investment advisory firm founded in 1974, headquartered in Wilmington, Delaware, and serving individual investors nationally. It is a registered investment advisor with 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Affinity Wealth Management LLC

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    Frequently Asked Questions

    What is Affinity Wealth Management LLC's AUM?

    Affinity Wealth Management LLC reports approximately $873M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Affinity Wealth Management LLC headquartered?

    Affinity Wealth Management LLC is headquartered in Wilmington, Delaware.

    What is Affinity Wealth Management LLC's CRD number?

    Affinity Wealth Management LLC's CRD number is 290735. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Affinity Wealth Management LLC manage?

    Affinity Wealth Management LLC manages approximately 2,004 client accounts according to its latest SEC filing.

    Is Affinity Wealth Management LLC SEC registered?

    Yes, Affinity Wealth Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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