Affinity Wealth Management LLC Management Team

Contact top employees from Affinity Wealth Management LLC

Summary

Affinity Wealth Management LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Wilmington, Delaware, USA. The number of employees ranges from 25 to 100. The annual revenue of Affinity Wealth Management LLC varies between 10M and 50M. To connect with Affinity Wealth Management LLC employee register on SignalHire.

Affinity Wealth Management LLC Websiteaffinitywealth.com
Social Links
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Phone Number302-652-6767
Industries
Affinity Wealth Management LLC Headquarters address2751 Centerville Rd, Wilmington, Delaware, 19808 US
Company Size10-50 employees
SpecialtiesInvestment Management, Financial Planning, Estate Planning, Tax Planning
DMA CodeDelaware Valley
Founded1974
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company

Estimated Website Traffic

The chart shows a decline in traffic to the affinitywealth.com website. In April, traffic decreased to 327, compared to 342 in the previous month. The highest traffic in 2026 was recorded in March, reaching 342 visits.

Workforce Turnover

Length of Employment

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Affinity Wealth Management LLC's workforce includes employees across a wide range of tenure levels.

17% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years17% have been with the company for 5 to 7 years17% have been with the company for 8 to 10 years42% have been with the company for more than 11 years
Contact top employees from Affinity Wealth Management LLC
James Hall
James HallChairman/CEO
Phone (1)
+1-***-***-1985
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Martina Pfeuffer
Martina PfeufferLead Financial Advisor III
Email (6)
m****************r@wellsfargo.com , m**************r@wellsfargo.com , m************o@wellsfargoadvisors.com , ...
Phone (3)
+1-909-***-**02 , +1-323-***-**75 , ...
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Abigail McCloskey
Abigail McCloskeySenior Financial Advisor
Phone (1)
+1-***-***-8818
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Brian Thomson CFP®
Brian Thomson CFP®Associate Financial Advisor
Email (4)
t***@aol.com , t***@gmail.com , t***@hotmail.com , ...
Phone (4)
+1-520-***-**01 , +1-480-***-**62 , ...
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Joseph Piretti
Joseph PirettiResearch Analyst and Financial Advisor
Email (2)
j***@hotmail.com , j***@gmail.com
Phone (4)
+1-520-***-**76 , +1-520-***-**80 , ...
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Felicia Boyer
Felicia BoyerSr. Accountant
Email (2)
b***@gmail.com , b***@aol.com
Phone (4)
+1-520-***-**57 , +1-323-***-**74 , ...
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JIM NELSON
JIM NELSONFinancial Advisor
Phone (1)
+1-***-***-6921
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Jamie Fix
Jamie FixClient Services Associate
Email (4)
f***@bartlett.com , f***@gmail.com , f***@davey.com , ...
Phone (3)
+1-205-***-**77 , +1-870-***-**75 , ...
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Charles Heisey
Charles HeiseyDirector of Operations
Phone (1)
+1-***-***-5353
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Kimberly Bell
Kimberly BellClient Services
Phone (1)
+1-***-***-7052
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Kyle Garstkiewicz
Kyle GarstkiewiczAssociate Financial Advisor
Email (4)
g***@hotmail.com , g***@aol.com , g***@yahoo.com , ...
Phone (2)
+1-623-***-**01 , +1-623-***-**22
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Aegean Cuylan
Aegean CuylanAssociate Financial Advisor
Email (3)
a*****n@affinitywealth.com , a*****n@widener.edu , a**********n@gmail.com
Phone (2)
+1-623-***-**76 , +1-480-***-**06
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Molly McDermott
Molly McDermottFinancial Planning Intern
Email (1)
m*************t@crackerbarrel.com
Phone (1)
+1-***-***-0541
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Joseph Piretti
Joseph PirettiMarket Research Analyst/Lead Trader
Phone (1)
+1-***-***-1144
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Affinity Wealth Management LLC Corporate Information: FAQ

Affinity Wealth Management LLC operates in the Finance industries. More details can be found on the official website: affinitywealth.com.
The headquarters of Affinity Wealth Management LLC are located in Wilmington, United States.
You can contact Affinity Wealth Management LLC by phone at 302-652-6767 .
Affinity Wealth Management LLC currently employs 10-50 people.
Affinity Wealth Management LLC's revenue is approximately 13.8M.

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