Affinity Wealth Management LLC

Overview

Affinity Wealth Management LLC is an SEC registered investment adviser based in Wilmington, DE, registered since 2018. It reports $873M in assets under management across 2,004 accounts, with 17 employees. It has 7 investment adviser representatives.

Reported AUM

$873M

Discretionary

100%

Accounts

2,004

Average account

$435K

Employees

17

Advisory reps

7

Registered since

2018

Jurisdictions

13

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Michael Joseph Sicuranza Chief Executive Officer CRD 2633435
• Charles Ney Heisey Chief Compliance Officer CRD 5868273

Advisory reps 3 of 7

• James Edwin Hall Investment Adviser Rep CRD 1753467
• Donald James Kalil Investment Adviser Rep CRD 1525800
• Abigail Randall Mccloskey Insurance Agent · Investment Adviser Rep CRD 6047926

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2751 Centerville Rd Ste 110
Wilmington, DE 19808

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: affinitywealth.com

Every state, with registration dates

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