← Tributary

LYNCH INVESTMENT PLANNING, LLC

NEWTOWN SQUARE, PA · CRD 115956 · IAPD ↗ · (484) 472-8956

$143.3MRegulatory AUM
3Advisory reps
3Employees
11Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — LYNCH INVESTMENT PLANNING, LLC (NEWTOWN SQUARE, PA) is newly SEC-registered with $143.3M RAUM and 3 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.