Data / Investment advisers / New Mexico / Steve Lynch Wealth Management
Steve Lynch Wealth Management, Albuquerque, NM: $153 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Steve Lynch Wealth Management is an SEC registered investment adviser with its main office in Albuquerque, New Mexico and reports $153 million in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 113715
- SEC file number
- 801-130555
- SEC status
- Approved, effective June 27, 2024
- Main office
- 6605 Uptown Blvd. Ne Suite 370, Albuquerque, NM 87110
- Phone
- (505) 881-7526
- Website
- stevelynchwealth.com
- Regulatory AUM
- $153,357,000 in the Form ADV filed April 30, 2026
- Non discretionary AUM
- $153,357,000
- Accounts
- 727
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 676 | $87.4 million |
| High net worth individuals | 51 | $65.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $153.4 million | March 30, 2026 |
| December 1, 2025 | $132.2 million | November 18, 2025 |
Other advisers in Albuquerque
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Madrid Wealth Management | Albuquerque | $212.1 million | Not listed | adviserinfo.sec.gov |
| Sandia Wealth Management, LLC | Albuquerque | $193.5 million | Not listed | adviserinfo.sec.gov |
| Cross State Financial Group LLC | Albuquerque | $188.3 million | Not listed | adviserinfo.sec.gov |
| Hanseatic Management Services Inc | Albuquerque | $174 million | Not listed | adviserinfo.sec.gov |
| Waterrock Wealth Management | Albuquerque | $153.7 million | Not listed | adviserinfo.sec.gov |
| Oakmont Advisory Group, LLC | Albuquerque | $149.5 million | Not listed | adviserinfo.sec.gov |
| SKG Capital Advisors, LLC | Albuquerque | $129.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albuquerque, NM
- Investment advisers in New Mexico
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Steve Lynch Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.