M
CRD: 147450
Michael P Lynch Wealth Management, LLC
$23.4M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ElementVital foundation +more
- Established Date
- 01-26-2009
- Office Locations
- 1
Office Locations
5250 Claremont AVE STE 145 Stockton CA
About Michael P Lynch Wealth Management, LLC
Michael P. Lynch Wealth Management is a founder-led California RIA providing tailored, values-aligned financial advice for retail clients. The firm delivers financial and investment planning—including tax, estate, and insurance planning—using an asset-allocation and risk-management approach that often employs mutual funds and ETFs. Primary custody includes Charles Schwab.
Team overview
60 AVG AGE
$23.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Unlock to compare peer behavior around harbor harbor.
Premium access reveals conviction themes in vector frontier.
Request access to benchmark trends tied to eagle.
Premium access reveals conviction themes in glacier ridge.
Unlock to see real insight on wave vertex.
Open the full profile to inspect shifts in foundation catalyst.
Open the full profile to inspect shifts in value signal.
See the complete signal summary connected to ember pioneer.
Asset Classes
Horizon
Custodian
Vertex Quantum zenith Optima signal
Investment Themes
Meridian Harbor
Investment Vehicles
Pathway legacy
Services
Eagle quantum Vector insight Atlas Delta Focus ridge
Technology
Delta Unison Prime
Owner & Executives
MICHAEL PAUL LYNCH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5562131
- Ownership
- 75% or more
(350) 395-3303
harbor.matrix@quantumcapital.com
in linkedin.com/in/foundation-optima
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,065,456 | -- |
| Non-Discretionary | $3,310,752 | -- |
| Total | $23,376,208 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,376,208
Public Funds:
42.3% Equity - Exchange:
28.7% Cash:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $378,646,247 | 42.3% |
| Equity - Exchange | $256,906,555 | 28.7% |
| Cash | $259,591,989 | 29.0% |
| Total | $895,144,791 | 100.0% |