National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > delaware > wilmington

AFFINITY WEALTH MANAGEMENT LLC

Tel: (302) 652-6767
2751 Centerville Road
Suite 110
Wilmington, Delaware  19808

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

AFFINITY WEALTH MANAGEMENT LLC

AFFINITY WEALTH MANAGEMENT LLC is a Wilmington, Delaware based financial advisory firm with nearly $699,596,531 in assets under management and provides investment advisory services for 2072 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

290735

SEC#:

801-112231

No. of Clients:

2072

Assets under Management

$699,596,531

No. of Advisors:

15

More Financial Advisory Firms in Wilmington, Delaware

More Firms in Wilmington, Delaware >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.