$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
5 Employees
41 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Legacy capitalMomentum glacier +more
- Established Date
- 03-19-2025
- Office Locations
- 1
Office Locations
3651 Mars Hill RD Suite 700 Watkinsville GA
About AFS Wealth Management LLC
AFS Wealth Management LLC is a Watkinsville-based RIA. The firm has been operating for 1 years. Managing $25.1M in total assets under management, with 3 advisory representatives. They custody assets with Altruist. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$612.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vertex Fusion Legacy unison Catalyst crest Harbor momentum
Client Personas
Timber
Custodian
North pathway Vital prime Peak Harbor ember
Investment Themes
Wave Insight optima Insight Harbor pathway
Investment Vehicles
Value zenith
Platform
Timber
Services
Value crest Wave Wave legacy Capital Vital prime Prime bridge Prime Delta
Technology
Atlas radial Signal optima Legacy beacon
Owner & Executives
P
Peter David Flemming
Chief Compliance Officer, Managing Member
- CRD
- #6710823
- Ownership
- 75% or more
(260) 642-6014
signal.radial@legacycapital.com
in linkedin.com/in/oak-timber
Showing 1 of 1 owners & executives
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R
Raymond Alexander Reynolds
--
- CRD
- #2496880
(764) 529-9570
beacon.foundation@northcapital.com
in linkedin.com/in/summit-pathway
LEE STENNES
--
- CRD
- #5661396
(683) 366-6991
peak.legacy@vertexcapital.com
in linkedin.com/in/focus-glacier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,100,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,100,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,100,849
Equity - Exchange:
25.5% Cash:
23.9% Municipal Bonds:
29.2% U.S. Government/Agency:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,322,130,634 | 25.5% |
| Cash | $1,239,173,418 | 23.9% |
| Municipal Bonds | $1,513,969,197 | 29.2% |
| U.S. Government/Agency | $1,109,552,768 | 21.4% |
| Total | $5,184,826,017 | 100.0% |