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| Keyboard |
| Steve Lynch Wealth Management
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|---|---|
| CRD # | 113715 |
| SEC # | 801-130555 |
| CIK # | |
| AUM | 153.4 M (2026-04-30) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 505-881-7526 |
| Address | 6605 Uptown Blvd NE Albuquerque, NM 87110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 676 | 87.4 |
| (b) Individuals (high net worth individuals) | 51 | 65.9 |
| (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 | 727 | 153.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 727 | 153.4 |
| Total | 727 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.4 | |
| Total | 727 | 153.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shining Rock Advisors LLC
✚
|
NC | 153.8 M |
|
Worthington Financial Partners LLC
✚
|
OH | 153.7 M |
|
Graver Capital Management LLC
✚
|
OH | 153.5 M |
|
Alessandra Capital Management LLC
✚
|
CA | 153.5 M |
|
ARTA Finance Wealth Management LLC
✚
|
CA | 153.4 M |
|
Clear Retirement Advice LLC
✚
|
CA | 153.4 M |
|
Aventine Financial Group LLC
✚
|
PA | 153.1 M |
|
Quantum Capital Investments Inc
✚
|
153.0 M | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 152.9 M |
|
Vincent Wealth Advisors LLC
✚
|
MA | 152.9 M |