Steve Lynch Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Steve Lynch Wealth Management reports 727 clients. They include 676 individual clients and 51 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $153M across 727 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 57% |
| High-net-worth individuals | 7% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 676 | $87.4M | 57.0% | $129K |
| High-net-worth individuals | 51 | $65.9M | 43.0% | $1.29M |
| Total | 727 | $153M | 100% | $211K |
- Clients
- 676
- Regulatory AUM
- $87.4M
- AUM share
- 57.0%
- Avg. per client
- $129K
- Clients
- 51
- Regulatory AUM
- $65.9M
- AUM share
- 43.0%
- Avg. per client
- $1.29M
Total
- Clients
- 727
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $211K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Steve Lynch Wealth Management charges 1.25% a year for its Advisory Service Agreement. The fee is billed in advance, is not negotiable and requires an account of at least $10,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are priced by complexity, from $1,500 and up, negotiable; follow-up implementation work is billed at $500 an hour.
- Hourly Planning Engagements
- Limited-scope planning engagements are billed at $500 an hour.
Stephen Lynch owns 75% or more of Steve Lynch Wealth Management. The leadership team of Steve Lynch Wealth Management includes President Stephen Lynch. It has 3 employees, 2 of them in advisory roles.
Leadership
Stephen LynchPresident and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Steve Lynch Wealth Management
Stephen Lynch
Control person · since June 1995
Steve Lynch Wealth Management’s regulatory assets grew from $134M (May 2024) to $153M (April 2026); clients rose from 515 to 727 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $153M | 727 | 3 | 1 |
| March 2025 | $132M | 582 | 5 | 1 |
| May 2024 | $134M | 515 | 5 | 1 |
Besides its headquarters, Steve Lynch Wealth Management has 0 offices, with 1 listed address in New Mexico.
New Mexico · 1 listed address
- 6605 Uptown BLVD. Ne, Suite 370, AlbuquerqueHQ
Contact and registration details
- Legal name
- Steve Lynch Wealth Management
- Headquarters
- 6605 Uptown BLVD. Ne, Suite 370, Albuquerque, NM 87110
- Website
- stevelynchwealth.com
- Phone
- 505-881-7526
- SEC file
- 801-130555
- Structure
- New Mexico corporation
- Fiscal year end
- December
Steve Lynch Wealth Management does not have custody of client assets.
At year end, Steve Lynch Wealth Management’s separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Cash3%
How many clients does Steve Lynch Wealth Management have?
Steve Lynch Wealth Management has 727 clients and manages $153 million for them, as of April 2026. They include 676 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Steve Lynch Wealth Management offer?
Steve Lynch Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Steve Lynch Wealth Management charge?
Steve Lynch Wealth Management charges 1.25% a year for its Advisory Service Agreement. The fee is billed in advance, is not negotiable and requires an account of at least $10,000.
Source: ADV PART 2, filed 30 March 2026
How many financial advisors does Steve Lynch Wealth Management have?
Steve Lynch Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Steve Lynch Wealth Management invest in?
At the end of its last fiscal year, Steve Lynch Wealth Management’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Steve Lynch Wealth Management have a minimum investment?
Yes, Steve Lynch Wealth Management’s minimum account size for its Advisory Service Agreement is $10K.
Source: ADV PART 2, filed 30 March 2026
Who owns Steve Lynch Wealth Management?
Steve Lynch Wealth Management’s direct owner is Stephen Lynch (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Steve Lynch Wealth Management get paid?
Steve Lynch Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Steve Lynch Wealth Management?
Steve Lynch Wealth Management’s main office is at 6605 Uptown BLVD. Ne, Suite 370, Albuquerque, NM 87110. Its phone number is 505-881-7526. Its website is stevelynchwealth.com.