Affinity Wealth Management Group
- Company typePrivate
- Founded1998
- HeadquartersFrisco, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Affinity Wealth Management Group firmographics
Firmographics- Name
- Affinity Wealth Management Group
- Legal name
- Western Wealth Management LLC
- Website
- https://affinitywmg.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Affinity Wealth Management Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Affinity Wealth Management Group is headquartered
LocationHeadquarters
- HQ city
- Frisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Affinity Wealth Management Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: The firm operates as a Registered Investment Advisor providing customized financial planning and investment management services to high net worth clients. Advisory services are offered through Western Wealth Management LLC, with securities brokerage services provided through LPL Financial, a member of FINRA/SIPC.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Affinity Wealth Management Group product offering
Product offeringCore offering
Affinity Wealth Management Group delivers comprehensive financial planning, investment and asset management, tax and estate planning, business planning, college funding, legacy planning, and wealth transfer services to high net worth individuals, families, business owners, executives, and non-profit organizations. Securities are offered through LPL Financial (Member FINRA/SIPC), and investment advice is offered through Western Wealth Management LLC, a registered investment advisor. The firm is staffed by CERTIFIED FINANCIAL PLANNER professionals providing personalized, advisor-led service.
Product overview
Affinity Wealth Management Group is a financial advisory firm offering comprehensive wealth management services through three core service lines: financial planning for individuals and families, business financial planning for owners and executives, and non-profit financial planning. The firm provides investment and asset management, tax and estate planning, and legacy planning services. Research offerings include weekly market commentary and annual/midyear outlook reports. Services are delivered through affiliated advisors working with LPL Financial (broker/dealer) and Western Wealth Management LLC (RIA).
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services for Individuals Comprehensive financial planning services for individuals and families, including investment and asset management, tax and estate planning, college funding, legacy planning, and wealth transfer techniques. Targeted at high net worth individuals and families seeking a single advisor relationship to coordinate all aspects of their financial lives.
- Business Financial Planning Financial planning services for business owners and executives, including business planning, investment objectives, and exit planning strategies. Targeted at owners, founders, and corporate executives who need integrated personal and business balance sheet planning.
- Non-Profit Financial Planning Financial planning and investment management services tailored for non-profit organizations. Targeted at non-profit boards and finance committees needing outsourced investment management and organizational financial planning support.
- Investment Management Investment and asset management services provided through affiliated advisors and Western Wealth Management LLC, focusing on the family assets of high net worth clients. Portfolio management and advisory services are offered under the RIA, with execution and custody supported by LPL Financial.
Companies that use Affinity Wealth Management Group
Customer profileSegments3 records
Ideal customer profiles3 records
Affinity Wealth Management Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Affinity Wealth Management Group partnerships and signals
Strategic signalScale indicators1 record
Affinity Wealth Management Group competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: LPL Financial is the independent broker-dealer through which Affinity offers securities and which provides Affinity's technology and research infrastructure. It is comparable as the enabling platform for thousands of independent advisor practices similar to Affinity.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA combining traditional advisor-led planning with digital advice for HNW clients. Comparable in target segment and comprehensive planning focus, though with substantially more technology infrastructure than Affinity.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA serving HNW individuals, families, and business owners with comprehensive financial planning and investment management. Comparable as a scaled RIA in the same customer segments, though at much greater scale than Affinity.
- Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, tax, and estate planning to HNW clients nationwide. Comparable in service breadth and target client profile, though operating at vastly greater scale than Affinity.
- Mercer Advisors: Mercer Advisors is a national RIA providing comprehensive wealth management, tax, and estate planning to HNW individuals. Comparable in service offerings and target client profile, with a focus on the same comprehensive life-strategy approach Affinity promotes.
- Western Wealth Management LLC: Western Wealth Management LLC is the registered investment advisor under which Affinity Wealth Management Group operates, providing the RIA platform and compliance wrapper. Directly comparable as the parent RIA structure supporting Affinity's advisory operations.
- Carson Group: Carson Group supports a network of independent financial advisors and RIAs serving HNW clients with holistic financial planning. Comparable as it shares the LPL-ecosystem-style independent advisor model with Affinity, though at much larger scale.
Direct peers
- Buckingham Strategic Wealth: Buckingham Strategic Wealth is an RIA serving HNW individuals and families with fiduciary financial planning and investment management, structured similarly to Affinity through advisor-led relationships. Comparable as a peer independent RIA of similar size and service model.
- Private Advisor Group: Private Advisor Group is a hybrid RIA platform supporting independent advisors serving HNW clients with comprehensive planning. Comparable as a direct peer in the LPL-affiliated hybrid RIA ecosystem, sharing similar business model and target segments.
Others
- Highland Capital Brokerage: Highland Capital Brokerage is a distributor supporting independent financial advisors with annuity and insurance solutions, often used by LPL-affiliated RIAs. Comparable as an ecosystem participant enabling similar independent advisor practices.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Affinity Wealth Management Group social profiles
Digital presenceAffinity Wealth Management Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Affinity Wealth Management Group leadership team
Management profileNumber of profiles
Profiles3 records
Affinity Wealth Management Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Affinity Wealth Management Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Affinity Wealth Management Group
What does Affinity Wealth Management Group do?
Affinity Wealth Management Group delivers comprehensive financial planning, investment and asset management, tax and estate planning, business planning, college funding, legacy planning, and wealth transfer services to high net worth individuals, families, business owners, executives, and non-profit organizations. Securities are offered through LPL Financial (Member FINRA/SIPC), and investment advice is offered through Western Wealth Management LLC, a registered investment advisor. The firm is staffed by CERTIFIED FINANCIAL PLANNER professionals providing personalized, advisor-led service.
Is Affinity Wealth Management Group a public or private company?
Affinity Wealth Management Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Affinity Wealth Management Group founded?
Affinity Wealth Management Group was founded in 1998. It employs 1 to 10 people.
Where is Affinity Wealth Management Group based?
Affinity Wealth Management Group is headquartered in Frisco, United States, in the North America region.
How does Affinity Wealth Management Group make money?
One revenue line is on record: investment Advisory Services.
Who are Affinity Wealth Management Group's main competitors?
Broad incumbents on record are LPL Financial, Edelman Financial Engines, Mariner Wealth Advisors, Creative Planning, Mercer Advisors, Western Wealth Management LLC and Carson Group. Direct peers are Buckingham Strategic Wealth and Private Advisor Group. Highland Capital Brokerage is listed as an others.
Does Affinity Wealth Management Group have an API?
No public API is recorded for Affinity Wealth Management Group.
What industry is Affinity Wealth Management Group in?
Affinity Wealth Management Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.