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STEVE LYNCH WEALTH MANAGEMENT

CRD 113715 · SEC 801-130555

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6605 UPTOWN BLVD. NE, SUITE 370, ALBUQUERQUE, NM, 87110, United States

Phone

505-881-7526

Fax

505-889-8305

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.4M

Discretionary AUM

$0

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals676$87.4M
High net worth individuals51$65.9M

States served

NM, TX

All web addresses on file

Official SEC filing: View on IAPD