Investment adviser · CRD 287832
AFS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
FARMINGTON HILLS, MI, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $118M Form ADV · Item 5.F
- Client accounts
- 499 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $70,614,520 | 59.9% |
| Individuals | 127 | $44,915,620 | 38.1% |
| Charities | Fewer than 5 | $1,989,359 | 1.7% |
| Retirement plans | Fewer than 5 | $463,589 | 0.4% |
Filing source
Form ADV 2132061 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
22029 FARMINGTON RDFARMINGTON HILLS, MI, 48336, United States
CRD 287832
Filing source
Form ADV 2132061 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.