AFFINITY WEALTH MANAGEMENT LLC
CRD #290735 SEC #801-112231 WILMINGTON, DE (302) 652-6767
SEC Registered
Total AUM
$760.1M
Discretionary
$739.8M
Employees
15
Clients
251
Accounts
1,895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $760.1M | $739.8M | $20.3M | 15 | 35 |
| Mar 2025 | $760.1M | $739.8M | $20.3M | 15 | 35 |
| Nov 2024 | $699.6M | $675.9M | $23.7M | 15 | 0 |
| Sep 2024 | $699.6M | $675.9M | $23.7M | 15 | 0 |
| Mar 2024 | $699.6M | $675.9M | $23.7M | 15 | 0 |
| Nov 2023 | $604.6M | $587.2M | $17.4M | 16 | 0 |
| Mar 2023 | $604.6M | $587.2M | $17.4M | 16 | 0 |
| Mar 2022 | $656.9M | $611.4M | $45.6M | 15 | 0 |
| Aug 2021 | $575.5M | $517.3M | $58.2M | 13 | 0 |
| Mar 2021 | $575.5M | $517.3M | $58.2M | 13 | 0 |
| Jun 2020 | $501.7M | $470.3M | $31.4M | 16 | 0 |
| Mar 2020 | $501.7M | $470.3M | $31.4M | 16 | 0 |
| Apr 2019 | $430.5M | $430.5M | $0 | 16 | 0 |
| Mar 2019 | $430.5M | $430.5M | $0 | 16 | 0 |
| Oct 2018 | $450M | $447.3M | $2.7M | 10 | 0 |
| Sep 2018 | $450M | $447.3M | $2.7M | 10 | 0 |
| Jun 2018 | $450M | $447.3M | $2.7M | 10 | 0 |
| May 2018 | $450M | $447.3M | $2.7M | 10 | 0 |
| May 2018 | $450M | $447.3M | $2.7M | 10 | 0 |
| Mar 2018 | $0 | $0 | $0 | 10 | 0 |
| Nov 2017 | $0 | $0 | $0 | 10 | 0 |
DateNov 2025
Total AUM$760.1M
Discretionary$739.8M
Non-Disc.$20.3M
Employees15
Clients35
DateMar 2025
Total AUM$760.1M
Discretionary$739.8M
Non-Disc.$20.3M
Employees15
Clients35
DateNov 2024
Total AUM$699.6M
Discretionary$675.9M
Non-Disc.$23.7M
Employees15
Clients0
DateSep 2024
Total AUM$699.6M
Discretionary$675.9M
Non-Disc.$23.7M
Employees15
Clients0
DateMar 2024
Total AUM$699.6M
Discretionary$675.9M
Non-Disc.$23.7M
Employees15
Clients0
DateNov 2023
Total AUM$604.6M
Discretionary$587.2M
Non-Disc.$17.4M
Employees16
Clients0
DateMar 2023
Total AUM$604.6M
Discretionary$587.2M
Non-Disc.$17.4M
Employees16
Clients0
DateMar 2022
Total AUM$656.9M
Discretionary$611.4M
Non-Disc.$45.6M
Employees15
Clients0
DateAug 2021
Total AUM$575.5M
Discretionary$517.3M
Non-Disc.$58.2M
Employees13
Clients0
DateMar 2021
Total AUM$575.5M
Discretionary$517.3M
Non-Disc.$58.2M
Employees13
Clients0
DateJun 2020
Total AUM$501.7M
Discretionary$470.3M
Non-Disc.$31.4M
Employees16
Clients0
DateMar 2020
Total AUM$501.7M
Discretionary$470.3M
Non-Disc.$31.4M
Employees16
Clients0
DateApr 2019
Total AUM$430.5M
Discretionary$430.5M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$430.5M
Discretionary$430.5M
Non-Disc.$0
Employees16
Clients0
DateOct 2018
Total AUM$450M
Discretionary$447.3M
Non-Disc.$2.7M
Employees10
Clients0
DateSep 2018
Total AUM$450M
Discretionary$447.3M
Non-Disc.$2.7M
Employees10
Clients0
DateJun 2018
Total AUM$450M
Discretionary$447.3M
Non-Disc.$2.7M
Employees10
Clients0
DateMay 2018
Total AUM$450M
Discretionary$447.3M
Non-Disc.$2.7M
Employees10
Clients0
DateMay 2018
Total AUM$450M
Discretionary$447.3M
Non-Disc.$2.7M
Employees10
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0