LP Profile

Affinity Wealth Management

Also known as affinity wealth

Wealth ManagerWilmington, United StatesFounded 1974
$657M
Assets Under Management
Wilmington
Headquarters
Investment Focus

About Affinity Wealth Management

Affinity Wealth Management is a wealth manager based in Wilmington, US. Founded in 1974. Reported AUM: 657 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Affinity Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$872.5M
Total Clients
2,004
Filing Date
April 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Affinity Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Affinity Wealth Management?

Affinity Wealth Management is a wealth manager based in Wilmington, United States, managing approximately $657M in assets.

Where is Affinity Wealth Management headquartered?

Affinity Wealth Management is headquartered in Wilmington, United States.

How much does Affinity Wealth Management manage?

Affinity Wealth Management manages approximately $657M in assets under management.

When was Affinity Wealth Management founded?

Affinity Wealth Management was founded in 1974.

How can I contact Affinity Wealth Management?

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