AFFINITY WEALTH MANAGEMENT LLC

CRD #290735 SEC #801-112231 WILMINGTON, DE (302) 652-6767

SEC Registered

Total AUM

$760.1M

Discretionary

$739.8M

Employees

Clients

251

Accounts

1,895

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 6, 2025
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 OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
ALEXITCH, VICTORIA, MICHELE	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
Sicuranza, Michael, Joseph	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	E	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
AFFINITY WEALTH MANAGEMENT, INC.	DE	MEMBER	D	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control
THE WEALTH DESIGN GROUP, INC.	DE	MEMBER	C	Control

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
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
HALL, JAMES, EDWIN	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
Hall, James, Edwin	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
Hall, James, Edwin	I	AFFINITY WEALTH MANAGEMENT, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control
SICURANZA, MICHAEL, JOSEPH	I	THE WEALTH DESIGN GROUP, INC.	E	Control

Registrations

Federal

Nov 6, 2025 REGISTERED

Notice Filings (16)

CA CO DE FL GA LA MD NC NH NJ NY PA SC TN TX VA

Address

2751 CENTERVILLE ROAD
SUITE 110
WILMINGTON, DE 19808
United States

Phone: (302) 652-6767