RIA Intel›Advisers›Virginia›LYNCHBURG WEALTH MANAGEMENT, LLC

LYNCHBURG WEALTH MANAGEMENT, LLC

Advisory

LYNCHBURG, VA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in VA

#494

of 588 advisers by AUM

Average account

$248K

across 314 accounts

AUM per adviser

$78M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

100 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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