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AFS WEALTH MANAGEMENT LLC

Advisory

WATKINSVILLE, GA

Data as of Jun 24, 2026 · Source: SEC Form ADV

Average account

$261K

across 96 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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MOTUS WEALTH MANAGEMENT, LLC

$26M

WEALTHCARE FINANCIAL GROUP, INC.

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$26M

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