AFFINITY WEALTH MANAGEMENT, INC.
CRD #105840 SEC #801-20503 WILMINGTON, DE 302-652-6767
SEC Registered
Total AUM
$330.1M
Discretionary
$328.1M
Employees
10
Clients
251
Accounts
1,286
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 29, 2017
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALEXITCH, VICTORIA, MICHELE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| GIBSON, STEPHEN, EUGENE | I | VICE-PRESIDENT | NA | |
| GIBSON, STEPHEN, EUGENE | I | VICE-PRESIDENT | NA | |
| GIBSON, STEPHEN, EUGENE | I | VICE-PRESIDENT | NA | |
| GIBSON, STEPHEN, EUGENE | I | VICE-PRESIDENT | NA | |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | NA | |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | NA | |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | NA | |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | NA | |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | NA | |
| KELLY, VICKEY, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, VICKEY, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, VICKEY, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, VICKEY, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, JAMES, EDWIN | I | PRESIDENT | E | Control |
| HALL, JAMES, EDWIN | I | PRESIDENT | E | Control |
| AFFINITY WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| AFFINITY WEALTH MANAGEMENT, INC. | DE | MEMBER | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT AND CEO | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT AND CEO | D | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | D | Control |
| KALIL, DONALD, JAMES | I | CHAIRMAN OF THE BOARD | D | Control |
| KALIL, DONALD, JAMES | I | CHAIRMAN OF THE BOARD | D | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | VICE-PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | PRESIDENT | C | Control |
| HALL, JAMES, EDWIN | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, DONALD, JAMES | I | PRESIDENT | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| KALIL, JAMES | I | CHAIRMAN OF THE BOARD | C | Control |
| THE WEALTH DESIGN GROUP, INC. | DE | MEMBER | C | Control |
| THE WEALTH DESIGN GROUP, INC. | DE | MEMBER | C | Control |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER AND SECRETARY | B | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER AND SECRETARY | B | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER | A | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER | A | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER | A | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER | A | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER AND SECRETARY | A | |
| MCPOYLE, BRENDAN, JOHN | I | SHAREHOLDER AND SECRETARY | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HALL, JAMES, EDWIN | I | AFFINITY WEALTH MANAGEMENT, INC. | E | Control |
| HALL, JAMES, EDWIN | I | AFFINITY WEALTH MANAGEMENT, INC. | E | Control |
| Sicuranza, Michael, J | I | THE WEALTH DESIGN GROUP, INC. | E | Control |
| Sicuranza, Michael, Joseph | I | THE WEALTH DESIGN GROUP, INC. | E | Control |
Registrations
Federal
IA
Nov 29, 2017 REGISTERED
Notice Filings (16)
CA CO DC DE FL GA KY MA MD NC NJ NY PA SC TX VA
Address
1702 LOVERING AVENUEWILMINGTON, DE 19806
United States
Phone: 302-652-6767