Steve Lynch Wealth Management

Steve Lynch Wealth Management (CRD# 113715) is a financial advisory firm headquartered in Albuquerque, NM. They manage $121,000,000 in 503 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6605 Uptown Blvd. Ne, Suite 330, Albuquerque, NM 87110
http://www.stevelynchwealth.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $240,557
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Steve Lynch Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kyle Lynch, financial advisor Albuquerque NM
Kyle K. Lynch
CRD#: 6522256
6605 Uptown Blvd Ne, Ste 290, Albuquerque, NM 87110

Kyle Lynch (CRD# 6522256) is an Investment Advisor Representative working at Steve Lynch Wealth Management in Albuquerque, NM and has over 5 years of experience in the finance industry.

2
Stephen Lynch, financial advisor
Stephen C. Lynch
CRD#: 1479879
,

Stephen Lynch (CRD# 1479879) is an Investment Advisor Representative working at Steve Lynch Wealth Management in , and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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