Affinity Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Affinity Wealth Management reports 664 clients. They include 415 individual clients, 224 high-net-worth individuals, and 25 pension and profit-sharing plans. Of its assets, 100.0% ($873M across 2,004 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $203M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 16% |
| High-net-worth individuals | 34% | 82% |
| Pension and profit-sharing plans | 4% | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 415 | $141M | 16.1% | $339K |
| High-net-worth individuals | 224 | $719M | 82.4% | $3.21M |
| Pension and profit-sharing plans | 25 | $3.55M | 0.4% | $142K |
| Charitable organizations | Fewer than 5 | $2.69M | 0.3% | — |
| State or municipal government entities | Fewer than 5 | $6.95M | 0.8% | — |
| Total | 664 | $873M | 100% | — |
- Clients
- 415
- Regulatory AUM
- $141M
- AUM share
- 16.1%
- Avg. per client
- $339K
- Clients
- 224
- Regulatory AUM
- $719M
- AUM share
- 82.4%
- Avg. per client
- $3.21M
- Clients
- 25
- Regulatory AUM
- $3.55M
- AUM share
- 0.4%
- Avg. per client
- $142K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.69M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.95M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 664
- Regulatory AUM
- $873M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Affinity Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly financial planning is $350; fixed engagements range from $250 to $15,000, and annual retainers are up to $25,000 a year.
The Wealth Design Group, Inc. owns 75% or more of Affinity Wealth Management and is in turn owned by Michael Sicuranza (75% or more). Michael Sicuranza is CEO; the leadership team includes Chief Compliance Officer Charles Heisey. It has 17 employees, 11 of them in advisory roles.
Leadership
Michael SicuranzaChief Executive Officer- Charles HeiseyChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 17 employees
- 11 in advisory functions
- 11 state-registered reps
- 3 insurance agents
- Owns 75% or more of Affinity Wealth Management LLC
The Wealth Design Group, Inc.
Control person · since November 2017
- Owns 75% or more of The Wealth Design Group, Inc.
Michael Sicuranza
Control person · since November 2017
Affinity Wealth Management’s regulatory assets grew 1.5× from $575M (March 2021) to $873M (April 2026); clients were 664 in both filings and employees rose from 13 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $873M | 664 | 17 | 1 |
| March 2025 | $760M | 639 | 15 | 1 |
| March 2024 | $700M | 629 | 15 | 1 |
| March 2023 | $605M | 652 | 16 | 1 |
| March 2022 | $657M | 672 | 15 | 1 |
| March 2021 | $575M | 669 | 13 | 1 |
Besides its headquarters, Affinity Wealth Management has 0 offices, with 1 listed address in Delaware.
Delaware · 1 listed address
- 2751 Centerville Road, Suite 110, WilmingtonHQ
Contact and registration details
- Legal name
- Affinity Wealth Management LLC
- Headquarters
- 2751 Centerville Road, Suite 110, Wilmington, DE 19808
- Website
- affinitywealth.com
- Phone
- 302-652-6767
- @affinity-wealth-management-inc-
- SEC file
- 801-112231
- Founded
- 2017
- Structure
- Delaware LLC
- Fiscal year end
- December
Affinity Wealth Management uses Charles Schwab ($829M) as custodian for its separately managed accounts. Affinity Wealth Management has custody of $655M in client assets for 664 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $829M100%
At year end, Affinity Wealth Management’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $776M across 113 positions; the largest are Invesco Qqq TR (8.2%), Invesco Exchange Traded FD T (7.0%) and First TR Exchange Traded FD (6.9%).
What the accounts hold
- Stocks95%
- Funds1%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $776M
- Reported 13F value
- 113
- Positions
- 56.0%
- In the 10 largest
- +17.5%
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 18.2%
- Invesco Exchange Traded FD T · S&P Mdcp Momntum7.0%
- First TR Exchange Traded FD · Risng Divd Achiv6.9%
- Invesco Exch Traded FD TR II · Dorsey Wrgt Dvlp6.1%
- SPDR Series Trust · ST Str SP Aero5.7%
- Invesco Exchange Traded FD T · S&P500 Eql Ind5.2%
- Select Sector SPDR TR · ST Str Energ ETF4.8%
- Select Sector SPDR TR · ST Str Svc ETF4.2%
- Seagate Technology Hldngs PL3.9%
- iShares TR · Expanded Tech3.8%
Together, the ten largest are 56.0% of reported value.
How many clients does Affinity Wealth Management have?
Affinity Wealth Management has 664 clients and manages $873 million for them, as of April 2026. They include 415 individual clients, 224 high-net-worth individuals, and 25 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Affinity Wealth Management offer?
Affinity Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Affinity Wealth Management charge?
Affinity Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: FORM ADV2A, filed 11 March 2026
Which custodians does Affinity Wealth Management use?
Affinity Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $829M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Affinity Wealth Management have?
Affinity Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 17 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Affinity Wealth Management invest in?
At the end of its last fiscal year, Affinity Wealth Management’s separately managed accounts held 95% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Affinity Wealth Management?
Affinity Wealth Management is owned through a holding company by Michael Sicuranza. Its direct owner is the Wealth Design Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Affinity Wealth Management get paid?
Affinity Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Affinity Wealth Management?
Affinity Wealth Management’s main office is at 2751 Centerville Road, Suite 110, Wilmington, DE 19808. Its phone number is 302-652-6767. Its website is affinitywealth.com.