Affinity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,836,463
Total clients
190
15% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$393,876
About
Affinity Wealth Management, LLC provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management alongside recently added financial planning services. The firm prepares written Investment Policy Statements for each client and advises on a range of investments including mutual funds, ETFs, fixed income, real estate funds, annuities, venture capital and private placements.
AWML documents clients’ goals, time horizons and risk tolerances and typically manages accounts on a discretionary basis using a mix of methods — modern portfolio theory, fundamental, technical and charting analysis — with a long‑term trading orientation. The firm requires custody at Schwab Institutional, delivers quarterly custodian reports, and may recommend third‑party managers, sometimes receiving negotiated fee‑shares.
Notably, each investment adviser representative is a licensed insurance agent and may accept commissions for insurance product sales; AWML acknowledges and documents this conflict and reviews recommendations to address it. The brochure also discloses receipt of soft‑dollar research and other institutional services from its custodian and the firm’s policy of directing clients to a specific broker‑dealer, operational arrangements that differ from many peers.
Client services
Expertise
Occupation focus
Fee options
Up to 1.90%
$250 per hour, negotiable
Main office location
Affinity Wealth Management, LLC
461 S Main St
Plymouth MI 48170, United States
Number of offices
1
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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