MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC of STOCKTON, CA is an SEC-registered investment adviser (CRD 147450). Regulatory assets under management: $23.4M.

Registration

• CRD: 147450
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search