AFFINITY WEALTH MANAGEMENT LLC

2751 Centerville Road
Suite 110
Wilmington, Delaware 19808
Tel: (302) 652-6767

About AFFINITY WEALTH MANAGEMENT LLC

AFFINITY WEALTH MANAGEMENT LLC, formally registered with the SEC as AFFINITY WEALTH MANAGEMENT LLC. The firm was established in 01/12/2018. They have over 1 offices throughout the country.

AFFINITY WEALTH MANAGEMENT LLC is a Wilmington, Delaware based Financial Planning firm with nearly $699,596,531 assets under management, offering retirement planning & investment advisory services to 2072 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290735
SEC#	801-112231
Assets Managed by Firm	$699,596,531
No. of Clients	2072
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2072	$699,596,531
Individuals (other than high net worth individuals)	422	$146,494,147
High net worth individuals	202	$540,370,857
Pension and profit sharing plans	5	$5,804,486
Charitable organizations	Fewer than 5 clients	$366,187
Corporations or other businesses	Fewer than 5 clients	$484,542

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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