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Affinity Wealth Management LLC

● SEC registered since 2018CRD 290735SEC# 801-112231Wilmington, DE
Export (members)
Reg. AUM
$760.1M
Employees
15
Accounts
1,895
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 $760.1 million in regulatory assets under management and employs 15 people.
www.affinitywealth.comView on SEC.gov ↗

Affinity Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Michael Joseph Sicuranza ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2021
The Wealth Design Group, Inc. ControlMemberOver 75%2017
Michael Joseph Sicuranza ControlPresidentOver 75%2017

Frequently asked questions

How much does Affinity Wealth Management LLC manage?

Affinity Wealth Management LLC reports $760.1 million in regulatory assets under management on its Form ADV.

How many employees does Affinity Wealth Management LLC have?

Affinity Wealth Management LLC reports 15 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

Address2751 Centerville Road, Suite 110, Wilmington, DE 19808
Phone(302) 652-6767
Fax(302) 295-9954
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK810672
Discloses disciplinary historyNo

Assets under management

Discretionary$739.8M
Non-discretionary$20.3M
Total (RAUM)$760.1M