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Gathering insights about Affinity Wealth Management LLC

Affinity Wealth Management LLC Tech Stack

Affinity Wealth Management LLC uses 8 technology products and services including Hotjar, Squarespace, Salesforce, and more. Explore Affinity Wealth Management LLC's tech stack below.

  • Hotjar
    Analytics
  • Squarespace
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Webpack
    Development
  • jQuery
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Affinity Wealth Management LLC's Email Address Formats

Affinity Wealth Management LLC uses at least 1 format(s):
Affinity Wealth Management LLC Email FormatsExamplePercentage
FLast@affinitywealth.comJDoe@affinitywealth.com
47%
Last@affinitywealth.comDoe@affinitywealth.com
4%
FirstLast@affinitywealth.comJohnDoe@affinitywealth.com
2%
FLast@affinitywealth.comJDoe@affinitywealth.com
47%

Frequently Asked Questions

Where is Affinity Wealth Management LLC's headquarters located?

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Affinity Wealth Management LLC's main headquarters is located at 2751 Centerville Road Suite 110 Wilmington, Delaware 19808 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Affinity Wealth Management LLC's phone number?

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

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

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

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Affinity Wealth Management LLC's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Affinity Wealth Management LLC have currently?

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As of February 2026, Affinity Wealth Management LLC has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Ceo And Sr. Financial Advisor At Affinity Wealth Management, Llc.®: M. S. C.Chief Operating Officer: V. A.President Chief Ex: D. K.. Explore Affinity Wealth Management LLC's employee directory with LeadIQ.

What industry does Affinity Wealth Management LLC belong to?

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Affinity Wealth Management LLC operates in the Investment Management industry.

What technology does Affinity Wealth Management LLC use?

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Affinity Wealth Management LLC's tech stack includes HotjarSquarespaceSalesforceWebpackjQueryMicrosoftGoogle AnalyticsAddThis.

What is Affinity Wealth Management LLC's email format?

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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?

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Affinity Wealth Management LLC was founded in 1974.

Affinity Wealth Management LLC

Investment ManagementDelaware, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
2751 Centerville Road Suite 110 Wilmington, Delaware 19808 United States
Phone number
SIC Code
8741 - Management Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
1974
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Affinity Wealth Management LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Affinity Wealth Management LLC's revenue is estimated to be in the range of $25M$50M

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