Insights

Strong Niche Focus AAFMAA's exclusive service to military families presents a targeted opportunity to tailor financial products and services that address the unique needs and circumstances of the military community, enhancing engagement and loyalty.

Non-Profit Advantage As a not-for-profit organization with a fiduciary responsibility and salaried employees, AAFMAA emphasizes trust and personalized service, offering a compelling value proposition to military clients seeking transparent and client-first financial solutions.

Growth and Revenue With revenue estimates between 50M and 100M, there is considerable potential for expanding access to broader financial products and services, supported by the company's steady financial position and deep market focus.

Technology Utilization Leveraging digital tools such as HubSpot Chat and Google Tag Manager indicates a focus on enhancing customer engagement and digital marketing, creating opportunities for upselling advanced online financial planning and advisory services.

Market Differentiation Compared to larger giants like Fidelity and Morgan Stanley, AAFMAA’s dedicated and exclusive military focus positions it as a specialized provider, allowing targeted cross-selling of insurance, estate planning, and trust services to military families and their surviving spouses.

AAFMAA Wealth Management & Trust LLC Tech Stack

AAFMAA Wealth Management & Trust LLC uses 8 technology products and services including Bing Ads, Cloudflare, Open Graph, and more. Explore AAFMAA Wealth Management & Trust LLC's tech stack below.

  • Bing Ads
    Advertising Networks
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • HubSpot Chat
    Live Chat
  • Google Tag Manager
    Tag Management
  • GoDaddy
    Web Hosting

Media & News

AAFMAA Wealth Management & Trust LLC's Email Address Formats

AAFMAA Wealth Management & Trust LLC uses at least 2 format(s):
AAFMAA Wealth Management & Trust LLC Email FormatsExamplePercentage
FLast@aafmaa.comJDoe@aafmaa.com
98%
First.Last@aafmaa.comJohn.Doe@aafmaa.com
2%

Frequently Asked Questions

Where is AAFMAA Wealth Management & Trust LLC's headquarters located?

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AAFMAA Wealth Management & Trust LLC's main headquarters is located at 639 Executive Place, Suite 200. The company has employees across 1 continents, including North America.

What is AAFMAA Wealth Management & Trust LLC's official website and social media links?

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AAFMAA Wealth Management & Trust LLC's official website is aafmaatrust.com and has social profiles on LinkedIn.

What is AAFMAA Wealth Management & Trust LLC's NAICS code?

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AAFMAA Wealth Management & Trust LLC's NAICS code is 52 - Finance and Insurance.

How many employees does AAFMAA Wealth Management & Trust LLC have currently?

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As of December 2025, AAFMAA Wealth Management & Trust LLC has approximately 36 employees across 1 continents, including North America. Key team members include Chief Investment Officer: P. J.Chief Growth Officer: S. S.Chief Operating Officer: B. M.. Explore AAFMAA Wealth Management & Trust LLC's employee directory with LeadIQ.

What industry does AAFMAA Wealth Management & Trust LLC belong to?

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AAFMAA Wealth Management & Trust LLC operates in the Financial Services industry.

What technology does AAFMAA Wealth Management & Trust LLC use?

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AAFMAA Wealth Management & Trust LLC's tech stack includes Bing AdsCloudflareOpen GraphMicrosoft 365jQueryHubSpot ChatGoogle Tag ManagerGoDaddy.

What is AAFMAA Wealth Management & Trust LLC's email format?

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AAFMAA Wealth Management & Trust LLC's email format typically follows the pattern of FLast@aafmaa.com. Find more AAFMAA Wealth Management & Trust LLC email formats with LeadIQ.

When was AAFMAA Wealth Management & Trust LLC founded?

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AAFMAA Wealth Management & Trust LLC was founded in 2012.

AAFMAA Wealth Management & Trust LLC

Financial ServicesNorth Carolina, United States11-50 Employees

Serving Military Families Since 1879.

AAFMAA has one, and only one, mission: to be the premier provider of insurance, financial and survivor services to the American Armed Forces Community. Since 1879, we have never once violated our members’ trust nor shirked our responsibility.

AAFMAA — the longest-standing, not-for-profit association exclusively serving the military community — provides financial solutions to all branches of the American Armed Forces. No stockholders to answer to. No dividends to pay shareholders. No loyalty to anyone but you. 

Focusing exclusively on your needs as a military family, AAFMAA Wealth Management & Trust LLC (AWM&T) provides the most innovative, personalized and lifestyle-appropriate financial services available. 

All AWM&T employees are salaried and do not receive any compensation based on their recommendations or any of the investment products used. As a chartered trust company, we have a fiduciary responsibility to you.

So whether you’re currently serving on active duty, already retired, an honorably discharged veteran, or a surviving spouse, let’s work together to make you financially fit.

You are unique. Only by getting to know you personally and developing a clear picture of your circumstances, objectives, and challenges can we work together to define, manage and protect your financial future.

Section iconCompany Overview

Headquarters
639 Executive Place, Suite 200
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    AAFMAA Wealth Management & Trust LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    AAFMAA Wealth Management & Trust LLC's revenue is estimated to be in the range of $50M$100M

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