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AFFINITY WEALTH MANAGEMENT LLC
CRD 290735File 801-112231
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$872.5M
Above cohort median (national)
Discretionary AUM
$872.5M
Clients
664
2,004 accounts
Employees
17
Above cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 12, 2018
- Principal office
- 2751 CENTERVILLE ROAD, SUITE 110, WILMINGTON, DE, 19808
- Phone
- (302) 652-6767
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $872.5M
- Discretionary AUM
- $872.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,004
- Non-discretionary accounts
- 0
- Total accounts
- 2,004
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.7M |
| High net worth individuals | 224 | $718.6M |
| Pension and profit sharing plans | 25 | $3.5M |
| State or municipal government entities | Fewer than 5 | $7.0M |
| Individuals (other than high net worth individuals) | 415 | $140.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.