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AFFINITY WEALTH MANAGEMENT LLC

Advisory

N·WILMINGTON, DE

Data as of Dec 20, 2017 · Source: SEC Form ADV

Total AUM

$330M

1-Year AUM Growth

0.0%

3-Year CAGR

+4.1%

Employees

7

Assets Under Management

Total AUM$330M

Discretionary AUM$328M

Non-Discretionary AUM$2M

Discretionary %99.4%

Total Clients—

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJan 26, 2001

Latest FilingDec 20, 2017

🔒 Full AUM trend chart and 33 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AFFINITY WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.