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| Happy Holidays!! thanks for using AUM13F!! |
| Affinity Wealth Management LLC
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| CRD # | 290735 |
| SEC # | 801-112231 |
| CIK # | 0000810672 |
| AUM | $760.1 M (2025-03-17) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 302-652-6767 |
| Address | 2751 Centerville Road Wilmington, DE 19808 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000810672 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.5 | ||
| Microsoft Corp | 16.8 | ||
| Palantir Technologies Inc | 16.7 | ||
| Amazon Com Inc | 10.7 | ||
| Lilly Eli & Co | 10.2 | ||
| Mastercard Inc | 9.1 | ||
| Alphabet Inc | 8.5 | ||
| NRG Energy Inc | 7.0 | ||
| Home Depot Inc | 6.9 | ||
| Apple Inc | 5.4 | ||
| Linde PLC | 5.3 | ||
| GRAB Holdings Ltd | 5.3 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Flextronics International Ltd | 5.0 | ||
| Eaton Corp Ltd | 5.0 | ||
| Intuitive Surgical Inc | 4.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 116.7 |
| (b) Individuals (high net worth individuals) | 231 | 614.3 |
| (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 | 22 | 22.5 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 6.3 |
| (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 | 1,895 | 760.1 |
| By Discretionary | ||
| Discretionary | 1,726 | 739.8 |
| Non-Discretionary | 169 | 20.3 |
| Total | 1,895 | 760.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 759.9 | |
| Total | 1,895 | 760.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000810672] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PCG Wealth Advisors LLC
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|
KS | 0.8 |
|
Ramsay Stattman Vela & Price Inc
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CO | 0.8 |
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CFM Wealth Partners LLC
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TX | 0.8 |
|
Pennsylvania Capital Management Inc
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|
PA | 0.8 |
|
Strategic Advisors LLC
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|
NY | 0.8 |
|
All Star Financial LLC
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|
MN | 0.8 |
|
Whalerock Point Partners LLC
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|
RI | 0.8 |
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
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|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |