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Affinity Wealth Management LLC Employee Directory

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.

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

Affinity Wealth Management LLC Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Affinity Wealth Management LLC's Leadership

  • Stylized image of a person
    L. O.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Trading Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Financial Advisor
    Phone icon
    Mobile Phone

Affinity Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Entrepreneurship
  • Accounting
  • Other
  • Consultant

Contact profiles from Affinity Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. O.
    Director
    Phone icon
    Mobile Phone
    United KingdomWales
    May 28, 2026
  • Stylized image of a person
    B. B.
    Trading Manager
    Phone icon
    Mobile Phone
    Apr 24, 2025
  • Stylized image of a person
    C. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Affinity Wealth Management LLC known for?

Minus sign iconPlus sign iconAffinity Wealth Management LLC was founded in 1974 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-302-652-****
. Explore Affinity Wealth Management LLC's company overview page for more information.

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

Minus sign iconPlus sign iconAffinity 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?

Minus sign iconPlus sign iconAffinity Wealth Management LLC has approximately 24 employees as of July 2026. 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 July 2026, Affinity Wealth Management LLC's key employees include:

  • Director: L. O.
  • Trading Manager: B. B.
  • Financial Advisor: C. W.

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