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Firm profile

Lynch Investment Planning, LLC

NEWTOWN SQUARE, PACRD 115956Registration Status: ApprovedEffective since June 18, 2026Latest ADV May 19, 2026

Lynch Investment Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated May 19, 2026, reports $143M in regulatory assets under management, 3 employees, and 410 accounts.

Assets Under Management
$143M
Employees
3
Offices
--
Total Clients
140
Primary office
NEWTOWN SQUARE, PA
2 CAMPUS BOULEVARD, SUITE 106, NEWTOWN SQUARE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael J. Lynch

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
94
2
HNWI
32.9%
46
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$143Mas of May 19, 2026
Discretionary93.2%
$134M
93% of total RAUM93.2%
Non-discretionary6.8%
$10M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$143M
Total Accounts410
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee47:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.