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AFS WEALTH MANAGEMENT LLC
CRD 323315
288 DEPOT STREET, CHESTER, VT, 05143, United States
Phone
802-875-8100
Fax
802-419-9339
Registration
— (—)
Source
State registered
Total AUM
$39.8M
Discretionary AUM
$39.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $20.3M |
| High net worth individuals | 6 | $19.2M |
| Charitable organizations | 1 | $279K |
All web addresses on file
Official SEC filing: View on IAPD