Affinity Wealth Management LLC

RIASEC Registered

Total AUM

$873M

Discretionary

$873M

100% of AUM

Avg account

$435K

Accounts

2,004

Employees

Advisory reps

Firm details

Headquarters: Wilmington, Delaware
CRD number: 290735
Registered since: January 12, 2018
Website: www.affinitywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.36%
Individuals16.13%
State / Municipal Government0.8%
Pension & Profit Sharing Plans0.41%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Affinity Wealth Management LLC is an independent registered investment adviser that provides comprehensive planning and portfolio management to individuals, families and institutional clients. The firm is SEC registered (initial registration in 2018) and offers fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and pension consulting services. Affinity is not an ESG-focused allocator. The firm was included in Financial Times’ Top 300 RIA Firms list in 2020. Affinity operates as a limited liability company with ownership described as a mix of domestic entity and individual ownership. It uses third-party relationships for alternatives and custody, and lists accounting professionals among its industry affiliations.