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AFS WEALTH MANAGEMENT, LLC
CRD 287832
22029 FARMINGTON RD, FARMINGTON HILLS, MI, 48336, United States
Phone
248-888-7530
Fax
248-888-7535
Registration
— (—)
Source
State registered
Total AUM
$107.7M
Discretionary AUM
$102.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $41.6M |
| High net worth individuals | 34 | $61.9M |
| Pension/profit sharing plans | 2 | $2.3M |
| Charitable organizations | 2 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD