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Affinity Wealth Management LLC

Headquartered in WILMINGTON, DE

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Firm Information

Affinity Wealth Management LLC is a Wilmington, DE-based Registered Investment Advisor with 9 Investment Adviser Representatives and $699,596,531 in regulatory assets under management. They primarily serve individuals and high-net-worth individuals, but also provide services to corporations, charitable organizations, and pension and profit-sharing plans. They offer a variety of advisory services, including financial planning, portfolio management, and pension consulting, and participate in wrap fee programs.

Affinity Wealth Management LLC

2751 CENTERVILLE ROAD

WILMINGTON, DE 19808

$699.60M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

AFFINITY WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

WILMINGTON, DE

Advisors at Affinity Wealth Management LLC

View All 9 Advisors
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Michael Joseph Sicuranza

CFP®, RA

WILMINGTON, DE

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Anthony Joseph Piretti

RA

WILMINGTON, DE

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Donald James Kalil

RA

WILMINGTON, DE

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James Edwin Hall

CFP®, RA

WILMINGTON, DE

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Aegean Gurhan Cuylan

RA

WILMINGTON, DE

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Martina Ann Pfeuffer

CFP®, RA

WILMINGTON, DE

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Cheryl Deane Starr

CFP®, RA

WILMINGTON, DE

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Brian Wallace Thomson

CFP®, RA

WILMINGTON, DE

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Disclosures

There are no public disclosures for Affinity Wealth Management LLC.

Frequently Asked Questions (6)

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