Affinity Wealth Management, LLC

Overview

Affinity Wealth Management, LLC operates as an independent, privately owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm acts as a capital allocator on behalf of both individual & family clients and institutional relationships, charging fees based on a percentage of assets under management and for some engagements on an hourly basis. Affinity is not positioned as an ESG-focused manager and does not report multi-state adviser status. Affinity’s advisory activities include constructing and overseeing discretionary portfolios for clients as well as identifying and selecting third‑party managers when appropriate. The firm maintains an affiliation with an insurance company, which is consistent with its use of annuities among available investment products.

Assets & Accounts

Public Holdings

Investments & Alternatives