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, LLC 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.
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Affinity Wealth Management LLC Questions
The Affinity Wealth Management LLC annual revenue was $4 million in 2026.
Charles Heisey is the Director of Operations of Affinity Wealth Management LLC.
15 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 [56111, 561, 561110, 5611, 56].
The SIC codes for Affinity Wealth Management LLC are [874, 87].
Top Affinity Wealth Management LLC Employees
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Cheryl Starr
Financial Advisor at Affinity Wealth Management LLC
Landenberg, PA, US12 -
22
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Charles Heisey
Director of Operations at Affinity Wealth Management LLC
Wilmington, DE, US43 -
Srivatsa Beldona
Tax Accountant at Affinity Wealth Management LLC
Philadelphia, PA, US -
Ryan Piesla
Trading Specialist at Affinity Wealth Management LLC
Philadelphia, PA, US22 -
Tristan Pantano
Associate Advisor at Affinity Wealth Management LLC
Wilmington, DE, US1 -
Abigail McCloskey
Senior Financial Advisor at Affinity Wealth Management LLC
Wilmington, DE, US31 -
15+
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12 -
Molly McDermott
Associate Financial Advisor at Affinity Wealth Management LLC
New Jersey, United States12
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