ALBUQUERQUE, NMCRD 113715Latest ADV April 30, 2026
Steve Lynch Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated April 30, 2026, reports $153M in regulatory assets under management, 3 employees, and 727 accounts.
Assets Under Management
$153M
Employees
3
Offices
--
Total Clients
727
Primary office
ALBUQUERQUE, NM
6605 UPTOWN BLVD. NE, SUITE 370, ALBUQUERQUE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
676
2
HNWI
7.0%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of April 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$153M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$153M
Total Accounts727
10Y AUM Change+$20M (+14.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee242:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.