STEVE LYNCH WEALTH MANAGEMENT
CRD #113715 SEC #801-130555 ALBUQUERQUE, NM 505-881-7526
SEC Registered
Total AUM
$132.2M
Discretionary
$0
Employees
5
Clients
0
Accounts
582
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $132.2M | $0 | $132.2M | 5 | 0 |
| Mar 2025 | $132.2M | $0 | $132.2M | 5 | 0 |
| May 2024 | $133.7M | $0 | $133.7M | 5 | 0 |
DateNov 2025
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees5
Clients0
DateMar 2025
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees5
Clients0
DateMay 2024
Total AUM$133.7M
Discretionary$0
Non-Disc.$133.7M
Employees5
Clients0