SourcingSourcing

AFFINITY WEALTH MANAGEMENT LLC

C18
CRD 290735·SEC 801-112231·WILMINGTON, DE
AUM
$872.5M
$500M-$1B
Est. Revenue
$8.7M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AFFINITY WEALTH MANAGEMENT LLC
CRD
290735
SEC file #
801-112231
EIN
823504606
DBA names
—

Economics

AUM
$872.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$430.5M → $872.5M▲ +103%
Client mix
Individuals Other415
Individuals High Net Worth224
Pension Profit Sharing Plans25

Operations

Employees (total)
17
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
10 advisors → 11 advisors▲ +10%
Primary office
WILMINGTON DE
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
affinitywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE WEALTH DESIGN GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THE WEALTH DESIGN GROUP, INC.
HEISEY, CHARLES, NEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AFFINITYWEALTH.COM
Rdap Domain Creation Date
2000-09-25T21:23:44Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
43,573
Form 5500 Compensation Trajectory 3y
202543,573
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
43,573
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000810672
Edgar Registered
Yes
Edgar Filing Count
88
Edgar First Filing Date
1999-04-22
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
86
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001951757-26-000583
Edgar Former Names
AFFINITY WEALTH MANAGEMENT
COMPU VAL INVESTMENTS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2751 CENTERVILLE ROADSUITE 110WILMINGTON, DE 19808
Business
2751 CENTERVILLE ROADSUITE 110WILMINGTON, DE 19808
Edgar EIN
823504606
Edgar Recent Filings
13F-HR2026-04-10 · 0001951757-26-000583
13F-HR2026-01-15 · 0001951757-26-000157
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-09-25T21:23:44Z
Rdap Domain Last Changed
2025-09-26T16:53:41Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (10)

10
Sicuranza, Michael, Joseph
IAR · Executive Officer · 2.5%
2633435
CHARLES NEY HEISEY
Executive Officer · 2.5%
5868273
ABIGAIL RANDALL MCCLOSKEY
IAR
6047926
Brian Wallace Thomson
IAR
7138350
Cheryl Deane Starr
IAR
6719331
AEGEAN GURHAN CUYLAN
IAR
7590322
DONALD JAMES KALIL
IAR
1525800
James Edwin Hall
IAR
1753467
JAMES ROBERT NELSON
IAR
7043292
Kyle Garstkiewicz
IAR
7734833