STEVE LYNCH WEALTH MANAGEMENT

STEVE LYNCH WEALTH MANAGEMENT of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 113715). Regulatory assets under management: $153.4M.

Registration

• CRD: 113715
• SEC file number: 801-130555
• Type: Registered investment adviser
• Location: 6605 UPTOWN BLVD. NE, SUITE 370, ALBUQUERQUE, NM, 87110
• Phone: 505-881-7526
• Latest filing: 2026-04-30
• Regulatory AUM: $153.4M
• Non-discretionary AUM: $153.4M
• Clients: 3
• Accounts: 727

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113715 on SEC IAPD (source of record)
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