Michael P. Lynch

MICHAEL P LYNCH WEALTH MANAGEMENT

Stockton, CA 95207-5700

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CRD#: 5562131

Professional summary

Michael Paul Lynch, CFP® is a registered financial advisor currently at MICHAEL P LYNCH WEALTH MANAGEMENT, LLC located in Stockton, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Lynch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

January 30, 2009 - Present

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

Office #1: 5250 Claremont Ave Ste 145, Stockton, CA 95207-5700

RIA

CRD#: 147450

Stockton, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/30/2009)

IAR

Texas
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

CRD#: 147450 / SEC#:

California

Registered Investment Advisory firm - (1/26/2009 Approved)

Texas

Registered Investment Advisory firm - (7/31/2025 Conditional Restricted)

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Contact information

Main Address

5250 Claremont Ave Ste 145, Stockton, CA 95207-5700

Mailing Address

Phone number

(209) 472-2901

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 23,582,938

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael P. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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