The Wealth Design Group, Inc. is listed as Member at Affinity Wealth Management LLC in Wilmington, DE. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Affinity Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Wealth Design Group, Inc. work?
The Wealth Design Group, Inc. is listed as Member at Affinity Wealth Management LLC on SEC Form ADV.
How much of Affinity Wealth Management LLC does The Wealth Design Group, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.