# AFFINITY WEALTH MANAGEMENT, LLC

AFFINITY WEALTH MANAGEMENT, LLC of PLYMOUTH, MI is an SEC-registered investment adviser.

## Registration

- CRD: 338239
- Type: SEC-registered investment adviser
- Location: 461 S MAIN ST, PLYMOUTH, MI, 48170
- Phone: 734-404-6977
- Latest filing: 2026-06-10
- Regulatory AUM: $74.8M
- Discretionary AUM: $73.3M
- Non-discretionary AUM: $1.5M
- Clients: 4
- Accounts: 195

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338239/similar
- Related entities: https://search.stillhousedata.com/firm/338239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338239

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.