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Building 2AFFINITY WEALTH MANAGEMENT LLC

Map pinWILMINGTON, DE
Phone(302) 652-6767
NotebookSEC #801-112231
Total AUM
$872.5M
Employees
17
Clients
666

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2751 CENTERVILLE ROAD
SUITE 110
WILMINGTON
DE 19808
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(302) 652-6767

ReceiptFinancials

Total AUM
$872.5M
Accounts
2,004
Discretionary
$872.5M
Accounts
2,004
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
415
AUM
$140.7M
HNW Individual Clients
224
AUM
$718.6M
Pension/Profit Sharing Plan Clients
25
AUM
$3.5M
Charitable Organization Clients
1
AUM
$2.7M
Government Entity Clients
1
AUM
$7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGALAMDNCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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