CRD: 287832
AFS Wealth Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
About AFS Wealth Management, LLC
AFS Wealth Management, LLC is an independent fiduciary wealth manager focused on retirees and those nearing retirement. The firm builds comprehensive retirement strategies integrating low-risk investment planning with income planning (Social Security and pension distribution maximization), tax minimization, legacy planning, and risk management. Clients also get a personal organizer dashboard to view and organize their financial life. Custody via TD Ameritrade Institutional.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
PHILLIP PAUL PUTNEY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2814102
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brandon Klemm
--
- CRD
- #7243039
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,227,651 | -- |
| Non-Discretionary | $5,755,437 | -- |
| Total | $117,983,088 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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