Afs Wealth Management, LLC: new SEC registration, $118M AUM, Farmington Hills, MI
Afs Wealth Management, LLC (Farmington Hills, Michigan): new SEC registration, $118M AUM, Farmington Hills, MI. Its amount of 118 is below the median of 134 (36th percentile). Dated 68 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Afs Wealth Management, LLC |
| Legal name | Afs Wealth Management, LLC |
| CRD | 287832 |
| Status | Approved |
| Registered with the SEC | 2026-08-28 |
| Latest Form ADV filing | 2026-09-11 |
| Location | Farmington Hills, MI, United States |
| Regulatory AUM | $117,983,088 |
| Accounts | 499 |
| Employees | 2 |
| Website | https://www.youtube.com/user/AFSWealthMgt |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-28
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Afs Wealth Management, LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Afs Wealth Management, LLC's amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $118M under management.
- Website on file.
What is the NewRiaPulse record for Afs Wealth Management, LLC in Farmington Hills, Michigan?
Afs Wealth Management, LLC received SEC registration as an investment adviser (2026-08-28) with $117,983,088 in regulatory assets under management, based in Farmington Hills, MI.
How does Afs Wealth Management, LLC compare to other Michigan NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 68 days old; check the official source for later updates before acting.
Afs Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Afs Wealth Management, LLC | Farmington Hills, MI | 118 | 36th | 2026-08-28 | This record |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 | View record → |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | View record → | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 | Compare Afs Wealth Management, LLC vs Leonard Advisory Group LLC → |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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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.