AFS WEALTH MANAGEMENT LLC

AFS WEALTH MANAGEMENT LLC of CHESTER, VT is an SEC-registered investment adviser (CRD 323315). Regulatory assets under management: $39.8M.

Registration

• CRD: 323315
• Type: Registered investment adviser
• Location: 288 DEPOT STREET, CHESTER, VT, 05143
• Phone: 802-875-8100
• Latest filing: 2026-05-27
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 185

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323315 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search