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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2018
- Office Locations
- 1
Office Locations
About Affinity Wealth Management LLC
Founded in 1974, Affinity Wealth Management (Wilmington, DE) advises individuals and business owners with integrated financial planning and investment management. Services include wealth and retirement planning, tax and estate strategies, education funding, and business financial management including succession planning. Portfolios are custom-built, implemented primarily with ETFs, and custodied with Charles Schwab.
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Owner & Executives
CHARLES NEY HEISEY
Chief Compliance Officer
- CRD
- #5868273
- Ownership
- Less than 5%
Michael Joseph Sicuranza
Chief Executive Officer
- CRD
- #2633435
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AEGEAN GURHAN CUYLAN
--
- CRD
- #7590322
Kyle Garstkiewicz
--
- CRD
- #7734833
Harbor vertex
Signal legacy unison
- CRD
- #32119
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $872,523,855 | $435,391 |
| Non-Discretionary | $0 | -- |
| Total | $872,523,855 | $435,391 |
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Separately Managed Accounts
Total SMA Asset: $872,523,855
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,289,375,621 | 24.1% |
| Cash | $1,037,920,625 | 19.4% |
| Municipal Bonds | $1,669,233,169 | 31.2% |
| Public Funds | $738,314,671 | 13.8% |
| U.S. Government/Agency | $615,262,226 | 11.5% |
| Total | $5,350,106,312 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR VECTOR OAK | TIMBER VERTEX | D2EW05EBL | PNLN | 10.36% | $96,754,336 |
| CAPITAL BEACON RIDGE | BRIDGE ALPHA | YWHACV296 | GTBCS | 1.53% | $62,520,273 |
| MOMENTUM LEGACY | OAK CREST | UKRMSB4VV | TAYE | 2.16% | $80,947,484 |
| GLACIER OAK | RIDGE CREST | 94F8GPV9I | SAPT | 8.30% | $103,045,345 |
| WAVE ELEMENT | ZENITH SIGNAL | G8B8W9Z9R | NHW | 8.31% | $32,362,414 |
| NORTH HARBOR PATHWAY | MATRIX OPTIMA | KCBFYL1JG | LSPBQ | 10.28% | $48,029,988 |
| FOCUS INSIGHT LEGACY | VALUE ATLAS | FR8O9ZI8V | ZWCZ | 4.89% | $87,011,290 |
| OPTIMA RADIAL | RADIAL WAVE | VJU2XV2EG | RJSL | 9.82% | $118,896,281 |