# Lynchburg Wealth Management

> Lynchburg Wealth Management is a state-registered investment advisory firm in Lynchburg, VA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 284344
- Filed as: LYNCHBURG WEALTH MANAGEMENT
- Legal name: Lynchburg Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lynchburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284344
- AdvisorCensus page: https://advisorcensus.com/firm/lynchburg-wealth-management-lynchburg-va-284344

## Quick answers

**How is Lynchburg Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lynchburg Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lynchburg Wealth Management located?**
Lynchburg Wealth Management's principal office is in Lynchburg, VA, according to its Form ADV.

**Is Lynchburg Wealth Management registered with the SEC or a state?**
Lynchburg Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284344.

**How much does Lynchburg Wealth Management manage?**
Lynchburg Wealth Management reports $77,770,812 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Lynchburg Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (15).

**Does Lynchburg Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284344

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $77,770,812
- Discretionary: $77,770,812
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $27,336,389 |
| High net worth individuals | 15 | $41,614,156 |
| Charitable organizations | Fewer than 5 | $820,316 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,999,951 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lynchburgwealth.com
- LinkedIn @lynchburg-wealth-management-llc
- YouTube @UCUFUDNY380bSngbFtw_cCFA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynchburg Wealth Management (CRD 284344): Form ADV filing data as of October 2026.