# Affinity Wealth Management LLC

> Affinity Wealth Management LLC is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 290735
- Filed as: AFFINITY WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290735
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735

## Quick answers

**How is Affinity Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affinity Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Affinity Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $350 an hour (financial planning services); Flat fee: $250 to $15,000 (financial planning services); Flat fee: $25,000 a year (ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Affinity Wealth Management LLC located?**
Affinity Wealth Management LLC's principal office is in Wilmington, DE, according to its Form ADV.

**Is Affinity Wealth Management LLC registered with the SEC or a state?**
Affinity Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290735.

**How much does Affinity Wealth Management LLC manage?**
Affinity Wealth Management LLC reports $872,523,855 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**How have Affinity Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Affinity Wealth Management LLC: Regulatory assets under management: $575,485,173 in the October 2021 data and $872,523,855 in the October 2026 data, up 52%. Total employees: 13 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Affinity Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); high net worth individuals (224); pension and profit sharing plans (but not the plan participants or government pension plans) (25).

**Which custodians does Affinity Wealth Management LLC use?**
Affinity Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Affinity Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290735

**Does Affinity Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "AWM generally does not impose a minimum relationship size."

**What changed in Affinity Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $760,080,858 to $872,523,855 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: None

> AWM generally does not impose a minimum relationship size.

- Hourly rate: $350 an hour (financial planning services)

> Hourly engagements are $350 per hour. Fixed engagements fee range from $250 to $15,000 or based on the estimated amount of hours to complete the plan at the hourly rate.

- Flat fee: $250 to $15,000 (financial planning services)

> Hourly engagements are $350 per hour. Fixed engagements fee range from $250 to $15,000 or based on the estimated amount of hours to complete the plan at the hourly rate.

- Flat fee: $25,000 a year (ongoing financial planning services)

> Annual retainer fees are at a fixed annual rate of up to $25,000 which will be based on the complexity of services, frequency of Client interactions and other factors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $872,523,855
- Discretionary: $872,523,855
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $140,741,786 |
| High net worth individuals | 224 | $718,593,544 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $3,549,003 |
| Charitable organizations | Fewer than 5 | $2,686,323 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $6,953,199 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 17 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DE, FL, GA, LA, MD, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- affinitywealth.com
- Facebook @AffinityWealthManagement
- LinkedIn @affinity-wealth-management-inc-
- X @AffinityWM
- YouTube @affinitywealthmanagementll943
- YouTube @UClJfWmNWk0gms0MCr00hxPA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $575,485,173 | 13 | August 13, 2021 |
| October 2022 | $656,933,927 | 15 | March 23, 2022 |
| October 2023 | $604,578,398 | 16 | March 29, 2023 |
| October 2024 | $699,596,531 | 15 | September 17, 2024 |
| October 2025 | $760,080,858 | 15 | March 17, 2025 |
| October 2026 | $872,523,855 | 17 | April 10, 2026 |

Regulatory assets under management: $575,485,173 in the October 2021 data and $872,523,855 in the October 2026 data, up 52%.
Total employees: 13 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $760,080,858 to $872,523,855 (+15%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Wealth Management LLC (CRD 290735): Form ADV filing data as of October 2026.