Investment adviser · CRD 105840

AFFINITY WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

WILMINGTON, DE, United States · Form ADV filed Dec 20, 2017

Regulatory AUM
$330M
Form ADV · Item 5.F
Client accounts
1,286
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals341$164,030,47049.7%
High-net-worth individuals125$82,015,23524.8%
Retirement plansFewer than 5$41,007,61812.4%
Corporations & businessesFewer than 5$41,007,61712.4%
CharitiesFewer than 5$1,038,2500.3%
Government entitiesFewer than 5$1,000,0000.3%
Filing source

Form ADV 1158938 · Dec 20, 2017 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 20, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1702 LOVERING AVENUE
WILMINGTON, DE, 19806, United States

CRD 105840

Filing source

Form ADV 1158938 · Dec 20, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.