Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.
View Top Employees from Affinity Wealth Management LLCWebsite | http://www.affinitywealth.com |
Revenue | $4 million |
Employees | 26 (26 on RocketReach) |
Founded | 1974 |
Address | 2961 Centerville Rd Suite 310, Wilmington, Delaware 19808, US |
Phone | (302) 652-6767 |
Fax | (302) 295-9954 |
Technologies |
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Industry | Investment Management, Business Services General, Business Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
Looking for a particular Affinity Wealth Management LLC employee's phone or email?
The Affinity Wealth Management LLC annual revenue was $4 million in 2024.
Ray Manza is the Vice President of Affinity Wealth Management LLC.
26 people are employed at Affinity Wealth Management LLC.
Affinity Wealth Management LLC is based in Wilmington, Delaware.
The NAICS codes for Affinity Wealth Management LLC are [561110, 56, 561, 5611, 56111].
The SIC codes for Affinity Wealth Management LLC are [87, 874].