Lynchburg Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,403,920
Total clients
94
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
94
Average account size
$610,680
About
Lynchburg Wealth Management provides personalized financial planning, portfolio management, investment consultation, and educational workshops for individual clients across a range of wealth levels. The firm also works with small businesses, corporate clients, foundations, and charitable organizations, offering services that include business consultation and retirement-plan guidance.
The adviser employs a goals-based approach built on Modern Portfolio Theory to construct diversified core portfolios using ETFs, mutual funds, fixed income, and other traditional vehicles. For certain higher-risk or high-net-worth mandates, the firm may supplement core allocations with satellite positions and employ options and other derivative strategies in separately managed accounts.
What distinguishes the firm from many independent peers is its combination of services beyond standard individual wealth management: it accepts corporate and charitable clients, provides business-focused consulting, and runs educational seminars and workshops. Its willingness to use derivatives and option strategies within customized separately managed accounts is relatively uncommon among similar independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial check-up fee of $1,250; broad-based planning base fee of $1,500 plus hourly fees
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour, billed in 30-minute increments
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Lynchburg Wealth Management
1511 Enterprise Drive, Second Floor
Lynchburg VA 24502, United States
Number of offices
1
Forms ADV
Quick links
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