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Affinity Wealth Management, LLC

Updated today

Client assets under management

$71,528,123

Clients

190

15% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

63

High

Average account size

$376,464

About

Affinity Wealth Management, LLC provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management alongside recently added financial planning services. The firm prepares written Investment Policy Statements for each client and advises on a range of investments including mutual funds, ETFs, fixed income, real estate funds, annuities, venture capital and private placements.

AWML documents clients’ goals, time horizons and risk tolerances and typically manages accounts on a discretionary basis using a mix of methods — modern portfolio theory, fundamental, technical and charting analysis — with a long‑term trading orientation. The firm requires custody at Schwab Institutional, delivers quarterly custodian reports, and may recommend third‑party managers, sometimes receiving negotiated fee‑shares.

Notably, each investment adviser representative is a licensed insurance agent and may accept commissions for insurance product sales; AWML acknowledges and documents this conflict and reviews recommendations to address it. The brochure also discloses receipt of soft‑dollar research and other institutional services from its custodian and the firm’s policy of directing clients to a specific broker‑dealer, operational arrangements that differ from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Annuities Real estate investing Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Percentage

Up to 1.90%

Project-based

$250 per hour, negotiable

Main office location

Affinity Wealth Management, LLC

461 S Main St

Plymouth MI 48170, United States

Number of offices

1

Most active in

Florida · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

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.

Wealth management Annuities Real estate investing Private / alternative investments Founder/Business Owner
user avatar

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.

Wealth management Annuities Real estate investing Private / alternative investments Founder/Business Owner
user avatar

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.

Wealth management Annuities Real estate investing Private / alternative investments Founder/Business Owner
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