AFFINITY WEALTH MANAGEMENT, LLC

AFFINITY WEALTH MANAGEMENT, LLC of PLYMOUTH, MI is an SEC-registered investment adviser (CRD 338239). Regulatory assets under management: $74.8M.

Registration

• CRD: 338239
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search