AFS Wealth Management LLC

Overview

AFS Wealth Management LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of fee structures (percentage of AUM, hourly, and fixed fees) and does not position itself as a capital allocator or an active ESG investor. Custody and operational choices indicate a lean, adviser-centric model rather than a broker-dealer or multi-state wirehouse structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices