Lynchburg Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,950,545
Clients
100
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$689,505
About
Lynchburg Wealth Management is an independent, single‑advisor registered investment adviser that serves primarily individual investors — including high‑net‑worth clients — along with small businesses, charitable organizations, and foundations. The firm offers comprehensive financial planning, ongoing portfolio management, retirement plan advice, investment consultation, business consulting and educational workshops.
The firm’s investment approach is goals‑based and uses Modern Portfolio Theory for core allocations with satellite positions to supplement returns; typical holdings include ETFs, mutual funds, corporate and municipal bonds, U.S. Treasuries, REITs and cash instruments. For certain higher‑risk or high‑net‑worth mandates the firm may implement additional vehicles — including individual equities, high‑yield debt and option strategies (derivatives) within separately managed accounts — and it generally provides discretionary management with periodic reviews.
Compared with many solo independent advisers, Lynchburg Wealth Management is uncommon in its explicit work for corporate/business and charitable clients and in offering regular educational seminars and workshops. The firm reports managing roughly $77.8 million in discretionary client assets across about 100 client relationships and provides both broad‑based and modular planning services, including retirement plan rollover analysis and coordination with other professional advisors.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$1,500 flat fee for financial check-up service for returning clients
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour for financial planning engagements (billed in 30-minute increments)
Minimum fee: Base fee of $2,000 plus $250 per hour for financial planning engagements; $1,500 flat fee for financial check-up service for returning clients Fee-only: Financial planning fees as described: $2,000 base plus $250/hour; $1,500 for financial check-up service
Main office location
Lynchburg Wealth Management
1511 Enterprise Drive, Second Floor
Lynchburg VA 24502, United States
Number of offices
1
Most active in
Lynchburg Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
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.
Forms ADV
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