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AFS WEALTH MANAGEMENT LLC
CRD 335290
3651 MARS HILL RD SUITE 700, WATKINSVILLE, GA, 30677, United States
Phone
(770) 554-8344
Fax
(770) 554-8338
Registration
— (—)
Source
State registered
Total AUM
$25.1M
Discretionary AUM
$25.1M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.6M |
| High net worth individuals | 11 | $18.5M |
All web addresses on file
Official SEC filing: View on IAPD