Affinity Wealth LLC

Overview

Affinity Wealth LLC is an independent, individual-owned registered investment advisor that describes itself as a capital allocator for both individual/family and institutional clients. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers among its advisory activities. Its fee structure combines percentage-of-AUM billing with fixed fees. Affinity Wealth is not an active ESG investor and is not designated as a multi-state adviser in the snapshot; it registered with the SEC in 2024. The firm uses third-party external managers as part of its allocation approach, indicating it outsources portions of investment management rather than relying solely on in-house strategies. It also maintains an affiliation with an insurance company and reports use of annuities among the investment vehicles it employs.

Assets & Accounts

Public Holdings

Investments & Alternatives