|
⚲
|
| Steve Lynch Wealth Management
✚
| |
|---|---|
| CRD # | 113715 |
| SEC # | 801-130555 |
| CIK # | |
| AUM | $132.2 M (2025-03-20) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 505-881-7526 |
| Address | 6605 Uptown Blvd NE Albuquerque, NM 87110 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 544 | 72.4 |
| (b) Individuals (high net worth individuals) | 38 | 59.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 132.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 582 | 132.2 |
| Total | 582 | 132.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.2 | |
| Total | 582 | 132.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Hawthorn Capital Management LLC
✚
|
0.1 | |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Arbor Investment Management LLC
✚
|
MI | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |
|
Fund Advisors of America Inc
✚
|
FL | 0.1 |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
|
Camden Financial Management Inc
✚
|
0.1 | |
|
Wellington Capital Management Inc
✚
|
0.1 | |
|
Decision Investments Inc
✚
|
CA | 0.1 |