Afs Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Afs Wealth Management reports 169 clients. They include 127 individual clients, 39 high-net-worth individuals and 2 charitable organizations. Of its assets, 95.1% ($112M across 487 accounts) are managed with discretion; $5.76M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 38% |
| High-net-worth individuals | 23% | 60% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 127 | $44.9M | 38.1% | $354K |
| High-net-worth individuals | 39 | $70.6M | 59.9% | $1.81M |
| Pension and profit-sharing plans | Fewer than 5 | $464K | 0.4% | $464K |
| Charitable organizations | Fewer than 5 | $1.99M | 1.7% | $995K |
| Total | 169 | $118M | 100% | — |
- Clients
- 127
- Regulatory AUM
- $44.9M
- AUM share
- 38.1%
- Avg. per client
- $354K
- Clients
- 39
- Regulatory AUM
- $70.6M
- AUM share
- 59.9%
- Avg. per client
- $1.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $464K
- AUM share
- 0.4%
- Avg. per client
- $464K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.99M
- AUM share
- 1.7%
- Avg. per client
- $995K
Total
- Clients
- 169
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Afs Wealth Management charges 1.15%–1.55% a year for its Annual Management Fee. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fee-Based Annuity Management
- For a fee-based annuity AFS may recommend, AFS charges an annual management fee of 1.00% for this service.
It has 2 employees.
Leadership
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
Besides its headquarters, Afs Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 22029 Farmington RD, Farmington HillsHQ
Contact and registration details
- Legal name
- Afs Wealth Management, LLC
- Headquarters
- 22029 Farmington RD, Farmington Hills, MI 48336
- Website
- Not reported
- Phone
- 248-888-7530
- SEC file
- 801-137139
- Structure
- Michigan LLC
- Fiscal year end
- December
Afs Wealth Management has custody of $25.6M in client assets for 116 clients.
At year end, Afs Wealth Management’s separately managed accounts were mostly in funds (79%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds79%
- Cash3%
How many clients does Afs Wealth Management have?
Afs Wealth Management has 169 clients and manages $118 million for them, as of September 2026. They include 127 individual clients, 39 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Afs Wealth Management offer?
Afs Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Afs Wealth Management charge?
Afs Wealth Management charges 1.15%–1.55% a year for its Annual Management Fee. The fee is billed in arrears and is negotiable.
Source: AFS WEALTH MANAGEMENT ADV PART 2A, filed 11 September 2026
How many financial advisors does Afs Wealth Management have?
Afs Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Afs Wealth Management invest in?
At the end of its last fiscal year, Afs Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Afs Wealth Management get paid?
Afs Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Afs Wealth Management?
Afs Wealth Management’s main office is at 22029 Farmington RD, Farmington Hills, MI 48336. Its phone number is 248-888-7530.