AFS WEALTH MANAGEMENT LLC

Overview

AFS Wealth Management LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services. The firm operates on a fee model that includes a percentage of assets under management, hourly charges, and fixed fees, and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Its filings show a clear preference toward equity exposure, with exchange-traded equities forming the bulk of invested assets, while the firm also uses third-party managers to access alternative strategies. Business relationships include connections with accounting and insurance industry partners, which supports a holistic planning approach that combines investment management with tax and risk-transfer considerations. The firm is structured as a limited liability company and is owned by an individual principal. It does not identify as an active ESG investor and is not classified as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices