LYNCHBURG WEALTH MANAGEMENT

LYNCHBURG WEALTH MANAGEMENT of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 284344). Regulatory assets under management: $77.8M.

Registration

• CRD: 284344
• Type: Registered investment adviser
• Location: 1511 ENTERPRISE DRIVE, LYNCHBURG, VA, 24502
• Phone: 434-515-0380
• Latest filing: 2026-03-16
• Regulatory AUM: $77.8M
• Discretionary AUM: $77.8M
• Clients: 1
• Accounts: 314

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search