AFS WEALTH MANAGEMENT, LLC

Overview

AFS Wealth Management, LLC is a privately owned RIA that runs a client-focused advisory practice centered on pooled public funds and outsourced manager relationships. The firm primarily manages discretionary portfolios and leans on third-party mutual funds and model/manager solutions rather than direct-stock active trading. Its advisory mandate includes portfolio management for individuals and small businesses plus the selection of other advisers, which indicates a willingness to allocate client assets to external sub‑advisors and specialist managers when it suits client goals. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. AFS Wealth Management is not positioned as an ESG-focused manager and does not act as a pension consultant or related adviser; its footprint is concentrated and not multi-state by its own filing. The practice appears to favor a curated, manager-driven approach to implementation over in-house concentrated equity bets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices