Steve Lynch Wealth Management
Steve Lynch Wealth Management is an SEC-registered mass-market adviser in Albuquerque, NM with $153.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Steve Lynch Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113715, SEC 801-130555, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $153.4M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Albuquerque, NM
- Employees
- 3
- Clients
- 727
- CRD
- 113715
- Ownership
- LYNCH, STEPHEN, CHARLES
How much AUM does Steve Lynch Wealth Management have?
Steve Lynch Wealth Management reported $153.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Steve Lynch Wealth Management?
Disclosed owners and executives of Steve Lynch Wealth Management include LYNCH, STEPHEN, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.