CRD: 290735
Affinity Wealth Management LLC
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between November 6, 2025 and April 10, 2026, reported AUM increased 14.8%, from $760.1M to $872.5M.
Across 5 reported observations, AUM increased 32.8% between March 23, 2022 and April 10, 2026, from $656.9M to $872.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 664 clients, or 60.4 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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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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James Edwin Hall
Chairman, Senior Advisor
- CRD
- #1753467
DONALD JAMES KALIL
Financial Advisor
- CRD
- #1525800
Showing 2 of 8 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
SMA allocation detail is available
Affinity Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Affinity Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.