Affinity Wealth Management LLC

RIASEC RegisteredEst. 2018

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 organized as an LLC and registered with the SEC in 2018. The firm serves a mix of individual and family clients as well as institutional relationships, and it charges a combination of percentage-of-AUM, hourly, and fixed fees. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. Affinity is not positioned as a capital allocator; it relies on third‑party managers for alternative exposures and does not market itself as an active ESG investor. The firm has an industry affiliation with accounting professionals, and it was recognized by the Financial Times as one of the Top 300 RIA firms in 2020.