AdvisorCensus / Financial advisors / New Mexico / Albuquerque / Steve Lynch Wealth Management
Steve Lynch Wealth Management is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Steve Lynch Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Steve Lynch Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Steve Lynch Wealth Management charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.25% of assets a year; Hourly rate: $500 an hour (Follow-up implementation work). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Steve Lynch Wealth Management located?
Steve Lynch Wealth Management's principal office is in Albuquerque, NM, according to its Form ADV.
Is Steve Lynch Wealth Management registered with the SEC or a state?
Steve Lynch Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 113715.
How much does Steve Lynch Wealth Management manage?
Steve Lynch Wealth Management reports $153,357,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (0% discretionary).
How have Steve Lynch Wealth Management's assets and staff changed since 2024?
In the Form ADV data for Steve Lynch Wealth Management: Regulatory assets under management: $133,689,469 in the October 2024 data and $153,357,000 in the October 2026 data, up 15%. Total employees: 5 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Steve Lynch Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (676); high net worth individuals (51).
Does Steve Lynch 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 SEC record: https://adviserinfo.sec.gov/firm/summary/113715
What changed in Steve Lynch Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $132,165,083 to $153,357,000 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.25% of assets a year
The brochure's wording
The annual Advisory Service Agreement fee is 1.25% (one and twenty five hundredths percent).
Fees are assessed at the beginning of the upcoming quarter. The fee is determined by taking the market value of the account (MV) on the last trading day of the quarter and multiplying that by 1.25 (one and twenty five hundredths) percent annual fee.
Hourly rate: $500 an hour (Follow-up implementation work)
The brochure's wording
Follow-up implementation work is billed separately at the rate of $500 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$153,357,000 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $153,357,000 | 3 | April 30, 2026 |
| October 2025 | $132,165,083 | 5 | March 20, 2025 |
| October 2024 | $133,689,469 | 5 | May 28, 2024 |
Regulatory assets under management: $133,689,469 in the October 2024 data and $153,357,000 in the October 2026 data, up 15%.
Total employees: 5 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $132,165,083 to $153,357,000 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Steve Lynch Wealth Management (CRD 113715): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/steve-lynch-wealth-management-albuquerque-nm-113715