STEVE LYNCH WEALTH MANAGEMENT

CRD 113715File 801-130555

APPROVED

Retail clients

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$153.4M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $153.4M

Clients

727

727 accounts

Employees

Bottom 25% of cohort in NM

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Jun 27, 2024
Principal office: 6605 UPTOWN BLVD. NE, SUITE 370, ALBUQUERQUE, NM, 87110
Phone: 505-881-7526
Website: https://www.facebook.com/Stevelynchwealthmanagement

Assets & accounts

ADV Item 5F

Total regulatory AUM: $153.4M
Discretionary AUM: $0
Non-discretionary AUM: $153.4M
Discretionary accounts: 0
Non-discretionary accounts: 727
Total accounts: 727
AUM per client: $211K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	51	$65.9M
Individuals (other than high net worth individuals)	676	$87.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.