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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightBridge
- Established Date
- 11-10-2022
- Office Locations
- 1
Office Locations
About AFS Wealth Management LLC
AFS Wealth Management LLC is an independent, fee-only RIA providing financial planning and portfolio construction for individuals and entrepreneurs. As a fiduciary, it does not sell products or take commissions, and tailors advice to each client’s goals, time horizon, and risk capacity. Portfolios are primarily ETF-based with some U.S. government bond exposure, custodied at Schwab and supported by eMoney.
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Owner & Executives
Hudsen Walter Hagland
Chief Compliance Officer, Founder, Investment Advisor, PRINCIPAL
- CRD
- #7295419
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,844,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,844,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,844,439
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,139,203,453 | 33.8% |
| U.S. Government/Agency | $502,193,238 | 14.9% |
| Equity - Exchange | $417,932,628 | 12.4% |
| Cash | $1,311,095,099 | 38.9% |
| Total | $3,370,424,418 | 100.0% |