Affinity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,528,123
Clients
190
Advisors
3
of 4 employees
About
Affinity Wealth Management provides discretionary and non-discretionary portfolio management and recently added financial planning services for individual and high-net-worth clients. The firm prepares an Investment Policy Statement for each client, uses percentage-of-assets-under-management billing, and may direct clients to third-party advisers where appropriate.
The firm's investment process blends charting, fundamental analysis, modern portfolio theory, and technical analysis and emphasizes long-term trading and regular portfolio monitoring. Portfolios can include a broad set of instruments — mutual funds, equities, fixed income (including TIPS), ETFs (including precious metal sectors), REITs, annuities, commodities, private placements, and venture capital funds — and AWML generally requests discretionary trading authority to implement client plans.
AWML’s brochure discloses several noteworthy features relative to peers: each investment adviser representative is a licensed insurance agent and may accept commissions for insurance products, a relationship the firm identifies as a conflict of interest and discloses to clients. The firm also participates in referral arrangements for a digital trust platform and requires clients to custody assets at Schwab Institutional, arrangements that may affect available services and third-party benefits.
Client services
Expertise
Fee options
Up to 1.90%
$250 per hour (negotiable)
Main office
461 S Main St
Plymouth MI 48170
Advisors at this office
3
Most active in
Florida · Michigan · Texas
Also doing business as
Affinity Wealth Management LLC · Affinity Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ian P
Series 65
Plymouth, MI
Affinity Wealth Management, LLC
Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.
Michael B
ChFC®, Series 63, Series 65
Plymouth, MI
Affinity Wealth Management, LLC
Michael Bytnar is a financial advisor at Affinity Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Affinity Wealth Management in 2025, he worked at TFG Financial Advisors, LLC and Berthel Fisher & Company Financial Services, Inc. He is also a co-founder of Affinity Asset Management and The Affinity Group of Companies, where he has held leadership roles since 2010. Affinity Wealth Management, LLC provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, offering a broad investable universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, private placements, and venture capital.
Theodore B
Series 63, Series 65
Plymouth, MI
Affinity Wealth Management, LLC
Theodore Bytnar is a financial advisor at Affinity Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TFG Financial Advisors, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Affinity Risk Management LLC and is a licensed residential real estate salesperson. Affinity Wealth Management provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term investment approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, managing a diverse range of securities with discretionary authority.
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