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MICHAEL P LYNCH WEALTH MANAGEMENT, LLC
CRD 147450
5250 CLAREMONT AVE, STE 145, STOCKTON, CA, 95207-5700, United States
Phone
209-472-2901
Fax
209-472-2909
Registration
— (—)
Source
State registered
Total AUM
$23.4M
Discretionary AUM
$20.1M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.4M |
| High net worth individuals | 9 | $16.7M |
| Corporations/business entities | 1 | $262K |
All web addresses on file
Official SEC filing: View on IAPD