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Steve Lynch Wealth Management

● SEC registered since 2024CRD 113715SEC# 801-130555Albuquerque, NM
Export (members)
Reg. AUM
$132.2M
Employees
5
Accounts
582
Location
Albuquerque, NM

Steve Lynch Wealth Management assets under management

Steve Lynch Wealth Management is a registered investment adviser overseen by the SEC based in Albuquerque, NM. The firm has been registered since 2024. It reports $132.2 million in regulatory assets under management and employs 5 people.
www.stevelynchwealth.comView on SEC.gov ↗

Steve Lynch Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Stephen Charles Lynch ControlPresident And CcoOver 75%1995

Frequently asked questions

How much does Steve Lynch Wealth Management manage?

Steve Lynch Wealth Management reports $132.2 million in regulatory assets under management on its Form ADV.

How many employees does Steve Lynch Wealth Management have?

Steve Lynch Wealth Management reports 5 employees.

Where is Steve Lynch Wealth Management located?

Steve Lynch Wealth Management is based in Albuquerque, NM and has been SEC-registered since 2024.

Does Steve Lynch Wealth Management disclose fund performance?

Steve Lynch Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6605 Uptown Blvd. NE, Suite 330, Albuquerque, NM 87110
Phone505-881-7526
Fax505-889-8305
Office hours9:00 a.m. - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$132.2M
Total (RAUM)$132.2M