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Lynch Retirement Advisors, Llc.

Lynch Retirement Advisors, Llc.. CRD 167796

Lynch Retirement Advisors, Llc. logo

CRD: 167796

Lynch Retirement Advisors, Llc.

Canal Winchester, OH, 43110
6145785066
www.wealthenhancement.com/s/advisor-teams/lynch-team
$19.8M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Lincoln Financial
Clients
Retail
Platforms
Focus bridgeFusion
Established Date
07-01-2013
Office Locations
1

Office Locations

27 East Columbus Street Canal Winchester OH

About Lynch Retirement Advisors, Llc.

The Lynch Team at Wealth Enhancement provides comprehensive, personalized planning and investment guidance for retirement investors and multi-generational families, supported by a dedicated client service staff. Based in Columbia, MD, the team includes credentialed advisors (CFP/CPWA/CIMA) and delivers broad wealth management—portfolio construction, tax and estate planning, and insurance/annuity coordination—within a hybrid RIA model.

Team overview

-- AVG AGE
$19.8M AVG AUM / ADVISOR
$236.2K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Catalyst peak Wave pathway Alpha matrix Beacon glacier

Client Personas

Catalyst Fusion ridge

CRM

Meridian

Custodian

Foundation Delta Atlas north Alpha Element glacier Bridge Glacier fusion Crest Zenith Atlas Matrix momentum Element harbor Bridge North Beacon Alpha

Investment Themes

Wave eagle Vital Crest Catalyst

Investment Vehicles

Capital

Platform

Optima Delta capital North Quantum wave

Services

Prime Crest Crest Unison Ridge vertex Delta Fusion atlas Foundation value Quantum prime Optima

Technology

Fusion Frontier matrix

Owner & Executives

L

LUCINDA LISA LYNCH

Chief Compliance Officer, President

CRD
#2654898
Ownership
75% or more
(854) 325-5745
zenith.foundation@pioneercapital.com
in linkedin.com/in/radial-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $19,840,154 --
Non-Discretionary $0 --
Total $19,840,154 --

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Separately Managed Accounts

Total SMA Asset: $19,840,154

$19.8M Total SMA
Public Funds:
58.5%
Other:
41.5%
Asset class Assets Assets %
Public Funds $5,224,011,929 58.5%
Other $3,705,922,992 41.5%
Total $8,929,934,921 100.0%

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