Affinity Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated April 10, 2026, reports $873M in regulatory assets under management, 17 employees, and 2,004 accounts.
Assets Under Management
$873M
Employees
17
Offices
--
Total Clients
664
Primary office
WILMINGTON, DE
2751 CENTERVILLE ROAD, SUITE 110, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
415
2
HNWI
33.7%
224
3
Pension Plans
3.8%
25
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$873Mas of April 10, 2026
Discretionary100.0%
$873M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$873M
Total Accounts2,004
10Y AUM Change+$873M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee39:1
10Y Employee Change+7 (+70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.