AFS WEALTH MANAGEMENT, LLC
AFS WEALTH MANAGEMENT, LLC of FARMINGTON HILLS, MI is an SEC-registered investment adviser (CRD 287832). Regulatory assets under management: $118.0M.
Registration
- CRD: 287832
- SEC file number: 801-137139
- Type: Registered investment adviser
- Location: 22029 FARMINGTON RD, FARMINGTON HILLS, MI, 48336
- Phone: 248-888-7530
- Latest filing: 2026-07-29
- Regulatory AUM: $118.0M
- Discretionary AUM: $112.2M
- Non-discretionary AUM: $5.8M
- Clients: 2
- Accounts: 499
Business model
Compensation: % of AUM.
Clients served: High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Phillip Paul Putney | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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