# MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC of STOCKTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 147450
- Type: SEC-registered investment adviser
- Location: 5250 CLAREMONT AVE, STOCKTON, CA, 95207-5700
- Phone: 209-472-2901
- Latest filing: 2026-03-30
- Regulatory AUM: $23.4M
- Discretionary AUM: $20.1M
- Non-discretionary AUM: $3.3M
- Clients: 2
- Accounts: 61

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147450/similar
- Related entities: https://search.stillhousedata.com/firm/147450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147450

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.