Wealth Manager

    Afs Wealth Management LLC

    Registered investment advisor · Chester, Vermont · CRD #323315

    Assets Under Management
    $40M
    Client Accounts
    185
    Employees
    1
    CRD Number
    323315
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Afs Wealth Management LLC

    Afs Wealth Management LLC is a registered investment advisory firm headquartered in Chester, Vermont, managing approximately $40M in regulatory assets across 185 client accounts. The firm's full regulatory record is filed with the SEC under CRD #323315.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Afs Wealth Management LLC's AUM?

    Afs Wealth Management LLC reports approximately $40M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Afs Wealth Management LLC headquartered?

    Afs Wealth Management LLC is headquartered in Chester, Vermont.

    What is Afs Wealth Management LLC's CRD number?

    Afs Wealth Management LLC's CRD number is 323315. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Afs Wealth Management LLC manage?

    Afs Wealth Management LLC manages approximately 185 client accounts according to its latest SEC filing.

    Is Afs Wealth Management LLC SEC registered?

    Afs Wealth Management LLC is registered as a STATE investment adviser.

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