Affinity Wealth Management Llc
- Regulatory AUM
- $873M
- Discretionary
- $873M
- Clients
- 664
- Avg AUM / client
- $1.3M
- Accounts
- 2,004
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $141M | 16.1% |
| High net worth individuals | 224 | $719M | 82.4% |
| Pension and profit sharing plans | 25 | $3.5M | 0.41% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 0.31% |
| State or municipal government entities | Fewer than 5 clients | $7.0M | 0.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ycs&T Retirement Plan Young Conaway Stargatt & Taylor, Llp | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Sicuranza | President | CFP | Nov 2017 (9y) | ≈ 56.25% – 100% via The Wealth Design Group, Inc. |
| Donald James Kalil | Registered representative | Feb 2018 (8y) | ||
| James Edwin Hall | Registered representative | CFP | Feb 2018 (8y) | |
| Abigail Randall Mccloskey | Registered representative | CFP | Mar 2019 (7y) | |
| Brian Wallace Thomson | Registered representative | CFP | Jun 2020 (6y) | |
| Cheryl Deane Starr | Registered representative | CFP | Dec 2021 (5y) | |
| Aegean Gurhan Cuylan | Registered representative | CFP | Apr 2024 (2y) | |
| Kyle Garstkiewicz | Registered representative | Apr 2025 (1y) | ||
| James Robert Nelson | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Wealth Design Group, Inc. | Member | Nov 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Joseph Sicuranza: 75% – 100% of The Wealth Design Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ycs&T Retirement Plan | Young Conaway Stargatt & Taylor, Llp | 257 | $131M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $829M (95% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗