CRD: 113715
Steve Lynch Wealth Management
$153.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
727 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2006
- Office Locations
- 1
Office Locations
6605 Uptown Blvd. NE Suite 330 Albuquerque NM
About Steve Lynch Wealth Management
Steve Lynch Wealth Management is an Albuquerque, NM firm led by CFP® professional Stephen Lynch, providing financial planning and ongoing wealth management with a strong focus on retirement planning and preparedness for unexpected events. The team works with clients nationwide and has no account minimums. Public filings indicate ETF-centric portfolios and custody through Pershing.
Team overview
46 AVG AGE
$76.7M AVG AUM / ADVISOR
$210.9K AVG AUM / CLIENT
11.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
STEPHEN CHARLES LYNCH
Chief Compliance Officer, President
- CRD
- #1479879
- Ownership
- 75% or more
Available
Available
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K
KYLE KRISTOPHER LYNCH
--
- CRD
- #6522256
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $153,357,000 | $210,945 |
| Total | $153,357,000 | $210,945 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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