Steve Lynch Wealth Management
● SEC registered since 2024CRD 113715SEC# 801-130555Albuquerque, NM
Reg. AUM
$153.4M
Employees
3
Accounts
727
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 $153.4 million in regulatory assets under management and employs 3 people.
Steve Lynch Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Charles Lynch Control | President And Cco | Over 75% | 1995 |
Frequently asked questions
How much does Steve Lynch Wealth Management manage?
Steve Lynch Wealth Management reports $153.4 million in regulatory assets under management on its Form ADV.
How many employees does Steve Lynch Wealth Management have?
Steve Lynch Wealth Management reports 3 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
| Address | 6605 Uptown Blvd. NE, Suite 370, Albuquerque, NM 87110 |
| Phone | 505-881-7526 |
| Fax | 505-889-8305 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$153.4Mregulatory AUM
Discretionary $0Non-discretionary $153.4M