AFFINITY WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 290735
- Registered since
- January 12, 2018
- Website
- www.affinitywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.36%
- Individuals16.13%
- State / Municipal Government0.8%
- Pension & Profit Sharing Plans0.41%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Affinity Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2018. Its client base spans high-net-worth individuals and families as well as institutional relationships. The firm offers a mix of financial planning and portfolio management services across individual and pooled vehicles and provides pension consulting. Billing is flexible: percentage-of-AUM arrangements are used alongside hourly and fixed-fee engagements. Affinity does not market itself as an ESG investor and is not structured as a capital allocator. The firm received placement on the Financial Times’ Top 300 RIA Firms list in 2020, reflecting recognition within the advisory community rather than operation as an asset manager that sponsors its own funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1Michael Sicuranza
Senior Financial Advisor, CEOCRD 2633435
Contacts
3 of 9Brian Thomson
Associate, Financial AdvisorCRD 7138350
DONALD KALIL
Financial AdvisorCRD 1525800
AEGEAN CUYLAN
Associate, Financial AdvisorCRD 7590322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$785M in ETFs
93%
$732M
7%
$52.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $50.2M | 87,037 | 6.40% |
Location
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 2751 Centerville Rd
- Time zone
- ET (UTC-5)
- Office locations
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