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AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE · CRD 290735 · IAPD ↗ · affinitywealth.com · (302) 652-6767

$872.5MRegulatory AUM
11Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AFFINITY WEALTH MANAGEMENT LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — AFFINITY WEALTH MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — AFFINITY WEALTH MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.