# AFS Wealth Management LLC

> AFS Wealth Management LLC is a state-registered investment advisory firm in Watkinsville, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 335290
- Filed as: AFS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Watkinsville, GA
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335290
- AdvisorCensus page: https://advisorcensus.com/firm/afs-wealth-management-llc-watkinsville-ga-335290

## Quick answers

**How is AFS Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AFS Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is AFS Wealth Management LLC located?**
AFS Wealth Management LLC's principal office is in Watkinsville, GA, according to its Form ADV.

**Is AFS Wealth Management LLC registered with the SEC or a state?**
AFS Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335290.

**How much does AFS Wealth Management LLC manage?**
AFS Wealth Management LLC reports $25,100,849 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does AFS Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (11).

**Does AFS Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335290

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,100,849
- Discretionary: $25,100,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,571,131 |
| High net worth individuals | 11 | $18,529,718 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acufffinancial.com
- Facebook @acufffinancial
- LinkedIn @acuff-financial-services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AFS Wealth Management LLC (CRD 335290): Form ADV filing data as of October 2026.