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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LYNCH, STEPHEN, CHARLES | I | PRESIDENT AND CCO | E | Control |
| LYNCH, STEPHEN, CHARLES | I | PRESIDENT AND CCO | E | Control |
| LYNCH, STEPHEN, CHARLES | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (2)
NM TX
Address
6605 UPTOWN BLVD. NESUITE 370
ALBUQUERQUE, NM 87110
United States
Phone: 505-881-7526