LYNCHBURG WEALTH MANAGEMENT

Overview

Lynchburg Wealth Management is an independent, LLC-structured registered investment adviser focused on serving individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, alongside educational seminars and workshops. Its investment posture tilts strongly toward publicly traded equities, using exchange-traded instruments as the primary vehicle for client portfolios while supplementing equity exposure with mutual funds and third-party alternative managers when appropriate. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates as a discretionary manager across its client base. Lynchburg Wealth Management is not positioned as a capital allocator; instead it relies on external fund managers for alternative exposures and on custodial platforms for execution and custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices