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| Affinity Wealth Management LLC
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|---|---|
| CRD # | 290735 |
| SEC # | 801-112231 |
| CIK # | 0000810672 |
| AUM | 872.5 M (2026-04-10) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 302-652-6767 |
| Address | 2751 Centerville Road Wilmington, DE 19808 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 22.5 | ||
| Palantir Technologies Inc | 17.6 | ||
| Alphabet Inc | 13.9 | ||
| Teradyne Inc | 13.2 | ||
| Microsoft Corp | 12.7 | ||
| Seagate Technology PLC | 12.6 | ||
| Lilly Eli & Co | 12.3 | ||
| Amazon Com Inc | 10.5 | ||
| Mastercard Inc | 8.3 | ||
| Flextronics International Ltd | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 415 | 140.7 |
| (b) Individuals (high net worth individuals) | 224 | 718.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 3.5 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 7.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,004 | 872.5 |
| By Discretionary | ||
| Discretionary | 2,004 | 872.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,004 | 872.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 872.3 | |
| Total | 2,004 | 872.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000810672] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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