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Managing Member and Chief Compliance Officer · AFS Wealth Management, LLC

Phillip P. Putney

CRD 2814102 · Named on Form ADV at one SEC-registered adviser

At a glance

AFS Wealth Management, LLC, an SEC-registered wealth manager based in Farmington Hills, MI with $118 million in regulatory assets, lists Phillip P. Putney on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • AFS Wealth Management, LLCManaging Member and Chief Compliance OfficerWealth manager · Farmington Hills, MI · $118M in regulatory assets

AtlasMembers

Phillip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.