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AFFINITY WEALTH MANAGEMENT LLC
CRD 290735File 801-112231
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2026 | Clients | 639 | 664 | increased by25 |
| Apr 1, 2026 | AUM | $760,080,858 | $872,523,855 | increased by$112,442,997 |
| Apr 1, 2026 | Accounts | 1,895 | 2,004 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 672 | 639 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $656,933,927 | $760,080,858 | increased by$103,146,931 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,851 | 1,895 | increased by44 |
| Apr 1, 2022 | Employees | 13 | 15 | increased by2 |
| Apr 1, 2022 | Clients | 669 | 672 | increased by3 |
| Apr 1, 2022 | AUM | $575,485,173 | $656,933,927 | increased by$81,448,754 |
| Apr 1, 2022 | Accounts | 1,716 | 1,851 | increased by135 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AFFINITY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AFFINITY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.