Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

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Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Affinity Wealth Management LLC
April 2025 - Present · 10 mos
Previous Registrations
Equitable Advisors, LLC
January 2025 - March 2025 · 2 mos
Equitable Advisors, LLCBroker
November 2024 - March 2025 · 4 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.