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STEVE LYNCH WEALTH MANAGEMENT

ALBUQUERQUE, NM · CRD 113715 · IAPD ↗ · stevelynchwealth.com · 505-881-7526

$153.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — STEVE LYNCH WEALTH MANAGEMENT (ALBUQUERQUE, NM) is newly SEC-registered with $133.7M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.