What is Affinity Wealth Management LLC's NAICS code?

Affinity Wealth Management LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Clientele breadth Independent wealth management with national reach and a long-standing history since 1974 indicates potential for expanding service offerings to high-net-worth individuals and small business owners across multiple states.

AUM growth potential Revenue range suggests mid-market advisory with room to grow assets under management through referrals, strategic partnerships, and expanded financial planning services.

Tech stack insight Adoption of cloud and analytics tools such as AWS, QuickBooks, Squarespace, and Google Analytics presents opportunities to propose scalable technology partnerships, CRM enhancement, and secure data workflows.

Investment and partnerships Historical minority stake in Magellan Health signals openness to tactical investments; explore cross-sell of institutional products, alternative investments, and co-branded offerings.

Compliance and growth Registered investment advisor with multi-state licensing implies need for ongoing regulatory support, fiduciary training, and regional expansion services to accelerate market entry and continuity.

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Affinity Wealth Management LLC Tech Stack

Affinity Wealth Management LLC uses 8 technology products and services including Quickbooks Online, The Trade Desk, Hotjar, and more. Explore Affinity Wealth Management LLC's tech stack below.

Quickbooks Online
Accounting
The Trade Desk
Advertising
Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Squarespace
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
Pardot
Marketing

Media & News

Affinity Wealth Management, Inc. invests into Magellanofaz.
Affinity Wealth Management has invested 0.16% in Magellan Health, Inc. (NASDAQ:MGLN).
Jan 31, 2018 | kldaily.com

Affinity Wealth Management LLC's Email Address Formats

Affinity Wealth Management LLC uses at least 3 email formats:

Affinity Wealth Management LLC Email Formats	Example	Percentage
FLast@affinitywealth.com	JDoe@affinitywealth.com	89%
Last@affinitywealth.com	Doe@affinitywealth.com	8%
FirstLast@affinitywealth.com	JohnDoe@affinitywealth.com	3%

Frequently Asked Questions

What is Affinity Wealth Management LLC's phone number?

You can contact Affinity Wealth Management LLC's main corporate office by phone at

+1-302-652-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Affinity Wealth Management LLC's official website and social media links?

Affinity Wealth Management LLC's official website is affinitywealth.com and has social profiles on LinkedIn.

How much revenue does Affinity Wealth Management LLC generate?

As of August 2026, Affinity Wealth Management LLC's annual revenue is estimated to be $25M - $50M.

What is Affinity Wealth Management LLC's SIC code and NAICS code?

Affinity Wealth Management LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Affinity Wealth Management LLC have currently?

As of August 2026, Affinity Wealth Management LLC has approximately 20 employees across 2 continents, including North America and Europe. Key team members include Director: L. O., Trading Manager: B. B. and Financial Advisor: C. W. Explore Affinity Wealth Management LLC's employee directory with LeadIQ.

What industry does Affinity Wealth Management LLC belong to?

Affinity Wealth Management LLC operates in the Investment Management industry.

What technology does Affinity Wealth Management LLC use?

Affinity Wealth Management LLC's tech stack includes Quickbooks Online, The Trade Desk, Hotjar, Amazon Web Services, Squarespace, Salesforce, Microsoft 365 and Pardot.

What is Affinity Wealth Management LLC's email format?

Affinity Wealth Management LLC's email format typically follows the pattern of FLast@affinitywealth.com. Find more Affinity Wealth Management LLC email formats with LeadIQ.

When was Affinity Wealth Management LLC founded?

Affinity Wealth Management LLC was founded in 1974.

Affinity Wealth Management LLC

Q: What technology does Affinity Wealth Management LLC use?

Affinity Wealth Management LLC's tech stack includes Squarespace, Amazon ALB, Microsoft PowerPoint, RSS, reCAPTCHA.

Investment ManagementDelaware, United States11-50 Employees

Affinity Wealth Management LLC is a full-service, independent wealth management firm based in Wilmington, Delaware. Founded in 1974, it serves successful individuals, families, and small businesses across the United States, offering needs-based financial services to help clients meet personal and financial goals. As a registered investment adviser, the firm provides investment advisory and related services nationwide and maintains the licenses required by the states where it operates.

Its client base spans the country, reflecting nationwide reach. Within the investment management industry, it positions itself as an independent advisor providing comprehensive wealth-management services.