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Afs Wealth Management, LLC vs Leonard Advisory Group LLC: NewRiaPulse comparison

Afs Wealth Management, LLC's amount of 118 is 1.0x Leonard Advisory Group LLC's 114 (36th percentile). Afs Wealth Management, LLC is dated 2026-08-28; Leonard Advisory Group LLC 2026-09-16.

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Both records plus every comparable MI record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe

How does Afs Wealth Management, LLC compare to Leonard Advisory Group LLC?

FieldAfs Wealth Management, LLCLeonard Advisory Group LLC
FirmAfs Wealth Management, LLCLeonard Advisory Group LLC
Legal nameAfs Wealth Management, LLCLeonard Advisory Group LLC
CRD287832321165
StatusApprovedApproved
Registered with the SEC2026-08-282026-09-16
Latest Form ADV filing2026-09-112026-09-18
LocationFarmington Hills, MI, United StatesSaint Joseph, MI, United States
Regulatory AUM$117,983,088$114,057,714
Accounts499622
Employees23
Websitehttps://www.youtube.com/user/AFSWealthMgthttps://www.linkedin.com/company/leonard-advisory-group
amount percentile36th30th
Score45/10075/100
Peer rank and all 27 MI records (CSV) 🔒 Click to unlock →
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Official records: Afs Wealth Management, LLC · Leonard Advisory Group LLC

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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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