firm profile
AFS Wealth Management LLC
Overview
AFS Wealth Management LLC is a state registered investment adviser based in Chester, VT, registered since 2022. It reports $39.8M in assets under management across 185 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $39.8M
- Discretionary
- 100%
- Accounts
- 185
- Average account
- $215K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2022
- Jurisdictions
- 1
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Hudsen Walter Hagland Principal, Chief Compliance Officer CRD 7295419
Advisory reps 1 of 1
- Hudsen Walter Hagland Investment Adviser Rep CRD 7295419
Location
- Headquarters
- 288 Depot St
Chester, VT 05143 - County
- Windsor
- Metro area
- Lebanon, NH-VT
- Region
- Northeast
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: afswm.com
Every state, with registration dates
Similar firms near Chester
- Clean Yield Asset ManagementNorwich, VT$571M AUM
- Otto & Associates, Inc.Norwich, VT$287M AUM
- Fenwick Investments, LLCWhite River Junction, VT$15.4M AUM
- Cif Management Inc.Hartland, VT
- NLG Capital, Inc.Montpelier, VT$46.5B AUM
request a demo
See what we have on AFS Wealth Management LLC
We'll walk you through the full profile and how to find more firms like this one.