Lynch Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5250 Claremont Ave Ste 145, Stockton, Ca...

Phone Number

(209) 472-2901

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lynch Wealth Management

Michael P. Lynch Wealth Management, LLC is a Registered Investment Advisor that specializes in providing tailored financial advice to help clients make decisions aligned with their values. The firm does not offer legal or tax advice, but collaborates with Michael P. Lynch, CPA, Inc for tax services. Their primary clients are individuals seeking personalized financial management. The company is located in Stockton, California.Explore more
Popular SearchesLynch Wealth Management LLCMichael P Lynch Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Lynch Wealth Management Org Chart

PhoneEmail
ML
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Investment Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lynch Wealth Management

<$5M
1-10
Private
-
-
ML
Michael LynchInvestment Professional
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
-
2004
RV
Rebecca Van HornOwner and Financial Advisor
<$5M
1-10
Private
-
2010
JU
John UnderhillFounder and CCO
<$5M
1-10
Private
-
2020
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Lynch Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lynch Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lynch Wealth Management.

Lynch Wealth Management Tech Stack

A closer look at the technologies used by Lynch Wealth Management

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Frequently Asked Questions Regarding Lynch Wealth Management

What is Lynch Wealth Management's official website?
Lynch Wealth Management's official website is www.mplwealthmgt.com
What is Lynch Wealth Management's Revenue?
Lynch Wealth Management's revenue is <$5 Million
What is Lynch Wealth Management's SIC code?
Lynch Wealth Management's SIC: 62,628
What is Lynch Wealth Management's NAICS code?
Lynch Wealth Management's NAICS: 52,523
How many employees does Lynch Wealth Management have?
Lynch Wealth Management has 1-10 employees
What industry does Lynch Wealth Management belong to?
Lynch Wealth Management is in the industry of: Finance, Securities Trading
What is Lynch Wealth Management competition?
Lynch Wealth Management top competitors include: Seymour Asset Management, Acorn & Oak Wealth Management, Fleurus Investment Advisory, Crest Wealth Advisors
What technology does Lynch Wealth Management use?
Some of the popular technologies that Lynch Wealth Management uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Lynch Wealth Management?
Lynch Wealth Management contact info: Phone number: (209) 472-2901 Website: www.mplwealthmgt.com
What does Lynch Wealth Management do?

Michael P. Lynch Wealth Management, LLC is a Registered Investment Advisor that specializes in providing tailored financial advice to help clients make decisions aligned with their values. The firm does not offer legal or tax advice, but collaborates with Michael P. Lynch, CPA, Inc for tax services. Their primary clients are individuals seeking per... sonalized financial management. The company is located in Stockton, California.Read More

Is Lynch Wealth Management a public company?
Lynch Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Lynch Wealth Management

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