STEVE LYNCH WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$153,357,000
Discretionary
$0
Non-discretionary
$153,357,000
Firm details
- CRD number
- 113715
- SEC file number
- 801-130555
- Main office
- ALBUQUERQUE, NM, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.STEVELYNCHWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.