Steve Lynch Wealth Management

Steve Lynch Wealth Management (CRD# 113715) is a financial advisory firm headquartered in Albuquerque, NM. They manage $33,200,000 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Steve Lynch Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Stephen C. Lynch
CRD#: 1479879

Stephen Lynch (CRD# 1479879) is an Investment Advisor Representative working at Steve Lynch Wealth Management in , and has over 32 years of experience in the finance industry. Stephen Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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