Aaf Wealth Management, Llc
- Regulatory AUM
- $728M
- Discretionary
- $580M
- Clients
- 293
- Avg AUM / client
- $2.5M
- Accounts
- 897
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 131 | $66.5M | 9.14% |
| High net worth individuals | 140 | $491M | 67.5% |
| Pension and profit sharing plans | 8 | $106M | 14.6% |
| Charitable organizations | 12 | $62.3M | 8.56% |
| Corporations and other businesses | 2 | $1.2M | 0.16% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Edmund Hammond | Chief Compliance Officer | CFP | May 2017 (9y) | Less than 5% |
| Carmen Marie Grinkis | Registered representative | CFP | Feb 2016 (10y) | |
| Jonathan Seth Bloom | Registered representative | CFP | Oct 2016 (10y) | |
| Kevin Patrick Hodson | Registered representative | Feb 2019 (7y) | ||
| Emily Bard Levine | Registered representative | Feb 2020 (7y) | ||
| Russell Christian Almstrom | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aafcpas, Inc. | Managing Memeber | Feb 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $721M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗