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LYNCHBURG WEALTH MANAGEMENT
LYNCHBURG WEALTH MANAGEMENT, LLC
CRD 284344
1511 ENTERPRISE DRIVE, SECOND FLOOR, LYNCHBURG, VA, 24502, United States
Phone
434-515-0380
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$77.8M
Discretionary AUM
$77.8M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $27.3M |
| High net worth individuals | 15 | $41.6M |
All web addresses on file
Official SEC filing: View on IAPD