Michael Paul Lynch

Employer firm

Michael P Lynch Wealth Management, LLC CRD 147450

$23.4M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Michael P Lynch Wealth Management, Llc

5250 Claremont Ave Ste 145, Stockton, CA 95207-5700 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-07-31
CA	RA	APPROVED	2009-01-30

TX RA
APPROVED_RES

Since 2025-07-31
CA RA
APPROVED

Since 2009-01-30

Branch Locations

5250 Claremont Ave Ste 145, Stockton, CA 95207-5700 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Michael P. Lynch Wealth Management, Llc	Stockton	CA	12/1999	Present

12/1999 → Present

Michael P. Lynch Wealth Management, Llc

Stockton, CA

Other Businesses

MICHAEL P. LYNCH, CPA, INC. NOT INVESTMENT RELATED 5250 CLAREMONT AVE STE 143 STOCKTON CA 95207 ACCOUNTING AND TAX SERVICES OWNER SINCE 01/2000 APPROX 140 HRS/MONTH DUTIES: ACCOUNTING AND TAX; FIRM ADMINISTRATION

Designations

Certified Financial Planner
Personal Financial Specialist

View on SEC IAPD

Employer firm

Current Employers

Michael P Lynch Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Designations

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