{
  "crd_number": 113715,
  "slug": "steve-lynch-wealth-management-albuquerque-nm-113715",
  "primary_business_name": "STEVE LYNCH WEALTH MANAGEMENT",
  "legal_name": "STEVE LYNCH WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Albuquerque",
  "state": "NM",
  "country": "United States",
  "cbsa_code": "10740",
  "metro": {
    "cbsa_code": "10740",
    "common_name": "Albuquerque",
    "msa_name": "Albuquerque, NM",
    "path": "/advisors/nm/albuquerque"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 153357000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 153357000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 87413000.0,
      "count": 676
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 65944000.0,
      "count": 51
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NM",
    "TX"
  ],
  "websites": [
    "https://facebook.com/Stevelynchwealthmanagement",
    "https://linkedin.com/in/stevelynchwealth",
    "https://stevelynchwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113715",
  "city_as_filed": "ALBUQUERQUE",
  "url": "https://advisorcensus.com/firm/steve-lynch-wealth-management-albuquerque-nm-113715",
  "display_name": "Steve Lynch Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Steve Lynch Wealth Management (CRD 113715): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Steve Lynch Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Steve Lynch Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Steve Lynch Wealth Management located?",
      "a": "Steve Lynch Wealth Management's principal office is in Albuquerque, NM, according to its Form ADV."
    },
    {
      "q": "Is Steve Lynch Wealth Management registered with the SEC or a state?",
      "a": "Steve Lynch Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 113715."
    },
    {
      "q": "How much does Steve Lynch Wealth Management manage?",
      "a": "Steve Lynch Wealth Management reports $153,357,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (0% discretionary)."
    },
    {
      "q": "How have Steve Lynch Wealth Management's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Steve Lynch Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (676); high net worth individuals (51)."
    },
    {
      "q": "Does Steve Lynch Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Steve Lynch Wealth Management's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 133689469.0,
      "total_employees": 5,
      "filing_date": "2024-05-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 132165083.0,
      "total_employees": 5,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 153357000.0,
      "total_employees": 3,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $132,165,083 to $153,357,000 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.25% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (Follow-up implementation work)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.25% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Follow-up implementation work)"
        ],
        "quotes": [
          "Follow-up implementation work is billed separately at the rate of $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.25
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Follow-up implementation work"
        }
      ]
    },
    "quotes": [
      "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.",
      "Follow-up implementation work is billed separately at the rate of $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/steve-lynch-wealth-management-albuquerque-nm-113715.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 676,
      "fewer_than_5": false,
      "raum": 87413000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 65944000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113715",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}