Affinity Wealth Management LLC
● SEC registered since 2018CRD 290735SEC# 801-112231Wilmington, DE
Reg. AUM
$872.5M
Employees
17
Accounts
2,004
Location
Wilmington, DE
Affinity Wealth Management LLC assets under management
Affinity Wealth Management LLC is a registered investment adviser overseen by the SEC based in Wilmington, DE. The firm has been registered since 2018. It reports $872.5 million in regulatory assets under management and employs 17 people.
Affinity Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Ney Heisey Control | Chief Compliance Officer | Under 5% | 2026 |
| Michael Joseph Sicuranza Control | Chief Executive Officer | Under 5% | 2021 |
| The Wealth Design Group, Inc. Control | Member | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Affinity Wealth Management LLC manage?
Affinity Wealth Management LLC reports $872.5 million in regulatory assets under management on its Form ADV.
How many employees does Affinity Wealth Management LLC have?
Affinity Wealth Management LLC reports 17 employees.
Where is Affinity Wealth Management LLC located?
Affinity Wealth Management LLC is based in Wilmington, DE and has been SEC-registered since 2018.
Does Affinity Wealth Management LLC disclose fund performance?
Affinity Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2751 Centerville Road, Suite 110, Wilmington, DE 19808 |
| Phone | (302) 652-6767 |
| Fax | (302) 295-9954 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 810672 |
| Discloses disciplinary history | No |
Regulatory AUM
$872.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$872.5Mregulatory AUM
Discretionary $872.5M