Affinity Wealth Management LLC

Affinity Wealth Management LLC Employee Directory

Investment ManagementUnited 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.

Find Affinity Wealth Management LLC employees' phone numbers or email addresses

Affinity Wealth Management LLC Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Affinity Wealth Management LLC's Leadership

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    V. A.
    Chief Operating Officer
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    M. S. C.
    Ceo And Sr. Financial Advisor At Affinity Wealth Management, Llc.®
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    D. K.
    President Chief Ex
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    D. K.
    Chairman
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    C. H.
    Director Of Operations
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    L. O.
    Director
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    B. B.
    Trading Manager
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    E. L.
    Operations Manager
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Contact profiles from Affinity Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
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    J. E. H.
    Senior Advisor
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    United StatesDelaware
    Oct 21, 2025
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    J. H.
    Certified Financial Planner Senior Advisor Financial
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    UNITED STATES
    Jul 21, 2025
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    F. B.
    Sr. Accountant
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    United StatesDelaware
    Oct 26, 2025
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    A. C.
    Associate Financial Advisor
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    United StatesPennsylvania
    Oct 21, 2025
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    B. T.
    Associate Financial Advisor
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    United StatesDelaware
    Oct 21, 2025
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    K. B.
    Client Services
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    United StatesDelaware
    Oct 22, 2025
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    S. C.
    Equity Investment Consultant
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    United StatesFlorida
    Oct 21, 2025
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    C. S.
    Financial Advisor
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    United StatesPennsylvania
    Oct 26, 2025
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    J. D.
    Client Service Professional
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    United StatesDelaware
    Oct 19, 2025
  • Stylized image of a person
    E. F.
    Administrative Coordinator
    Phone icon
    United StatesDelaware
    Oct 21, 2025

Frequently Asked Questions

What is Affinity Wealth Management LLC known for?

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Affinity Wealth Management LLC was founded in 1974 operates in the Investment Management industry. The company's main headquarters is located in 2751 Centerville Rd, Suite 110 Wilmington, Delaware 19808, US; you can contact the main corporate office by phone at . Explore Affinity Wealth Management LLC's company overview page for more information.

What is Affinity Wealth Management LLC's most common email format?

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Affinity Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Affinity Wealth Management LLC email formats with LeadIQ.

How many employees does Affinity Wealth Management LLC have currently?

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Affinity Wealth Management LLC has approximately 22 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Affinity Wealth Management LLC's key employees and leadership?

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As of October 2025, Affinity Wealth Management LLC's key employees include:

  • Chief Operating Officer: V. A.
  • Ceo And Sr. Financial Advisor At Affinity Wealth Management, Llc.®: M. S. C.
  • President Chief Ex: D. K.
  • Chairman: D. K.
  • Director Of Operations: C. H.

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