Investment adviser · CRD 290735

AFFINITY WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

WILMINGTON, DE, United States · Form ADV filed Apr 10, 2026

Regulatory AUM
$873M
Form ADV · Item 5.F
Client accounts
2,004
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
11
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
High-net-worth individuals224$718,593,54482.4%
Individuals415$140,741,78616.1%
Government entitiesFewer than 5$6,953,1990.8%
Retirement plans25$3,549,0030.4%
CharitiesFewer than 5$2,686,3230.3%
Filing source

Form ADV 2092711 · Apr 10, 2026 · 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: Apr 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2751 CENTERVILLE ROAD, SUITE 110
WILMINGTON, DE, 19808, United States

CRD 290735

Filing source

Form ADV 2092711 · Apr 10, 2026 · 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.