RIA Intel›Advisers›Michigan›AFFINITY WEALTH MANAGEMENT, LLC

AFFINITY WEALTH MANAGEMENT, LLC

Advisory

PLYMOUTH, MI

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in MI
#442
of 521 advisers by AUM
Average account
$384K
across 195 accounts
AUM per adviser
$25M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM
$75M
Discretionary %
98%
Clients
195
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$73M
Non-Discretionary AUM$2M
Discretionary %98%
Total Clients195
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

BARNHART WEALTH MANAGEMENT LLC
$75M
PARAGON RETIREMENT PLANNING, INC.
TROY, MI
$75M
DRG INVESTMENT ADVISORY SERVICES, LLC
KALAMAZOO, MI
$75M
+4.3% 1Y
NORTHPOINTE INVESTMENT ADVISORY, LLC
ST. JOSEPH, MI
$75M
ASPIRE WEALTH ADVISORY, LLC
CALEDONIA, MI
$74M
KAPLAN, BRILLIANT AND FRANSKO, LLC
ANN ARBOR, MI
$77M

Get the full picture on AFFINITY WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AFFINITY WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans