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AFFINITY WEALTH MANAGEMENT LLC

Advisory

N·WILMINGTON, DE

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$873M
1-Year AUM Growth
+15.7%
3-Year CAGR
+6.2%
Employees
11
Assets Under Management
Total AUM$873M
Discretionary AUM$873M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients639
Team
Total Employees11
Investment Advisers17
Employee Growth (1Y)-10.0%
Filing History
Total Filings on Record19
First FilingNov 29, 2017
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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