Wealth Manager
    SEC Registered
    Manages Private Funds

    Steve Lynch Wealth Management

    Registered investment advisor · Albuquerque, New Mexico · CRD #113715

    Assets Under Management
    $153M
    Client Accounts
    727
    Employees
    3
    CRD Number
    113715
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Steve Lynch Wealth Management

    Steve Lynch Wealth Management is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $153M in regulatory assets across 727 client accounts. The firm's full regulatory record is filed with the SEC under CRD #113715.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Steve Lynch Wealth Management

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    Frequently Asked Questions

    What is Steve Lynch Wealth Management's AUM?

    Steve Lynch Wealth Management reports approximately $153M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Steve Lynch Wealth Management headquartered?

    Steve Lynch Wealth Management is headquartered in Albuquerque, New Mexico.

    What is Steve Lynch Wealth Management's CRD number?

    Steve Lynch Wealth Management's CRD number is 113715. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Steve Lynch Wealth Management manage?

    Steve Lynch Wealth Management manages approximately 727 client accounts according to its latest SEC filing.

    Is Steve Lynch Wealth Management SEC registered?

    Yes, Steve Lynch Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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