AFS Wealth Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$118M

Discretionary

$112M

95% of AUM

Avg account

$236K

Accounts

499

Employees

Advisory reps

Firm details

Headquarters: Farmington Hills, Michigan
CRD number: 287832
Registered since: August 28, 2026
Website: www.afswealthmgt.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI59.85%
Individuals38.07%
Charitable Organizations1.69%
Pension & Profit Sharing Plans0.39%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

AFS Wealth Management, LLC is an SEC-registered advisory firm that provides portfolio management for individuals and small businesses and selects third‑party advisers on behalf of clients. The firm is organized as an LLC and is owned by an individual proprietor. It bills clients on a percentage-of-assets-under-management basis. AFS identifies as a capital allocator and serves both individual/family and institutional clients. The firm does not position itself as an active ESG investor and does not report multi‑state adviser status or pension consulting services on its filings.