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Sandia Wealth Management, LLC

● SEC registered since 2021CRD 159402SEC# 801-122537Albuquerque, NM
Export (members)
Reg. AUM
$174.3M
Employees
3
Accounts
539
Location
Albuquerque, NM

Sandia Wealth Management, LLC assets under management

Sandia Wealth Management, LLC operates as an SEC-registered investment adviser based in Albuquerque, NM. The firm has been registered since 2021. It reports $174.3 million in regulatory assets under management and employs 3 people.
www.sandiawealth.comView on SEC.gov ↗

Sandia Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Thomas Lehrman ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Sandia Wealth Management, LLC manage?

Sandia Wealth Management, LLC reports $174.3 million in regulatory assets under management on its Form ADV.

How many employees does Sandia Wealth Management, LLC have?

Sandia Wealth Management, LLC reports 3 employees.

Where is Sandia Wealth Management, LLC located?

Sandia Wealth Management, LLC is based in Albuquerque, NM and has been SEC-registered since 2021.

Does Sandia Wealth Management, LLC disclose fund performance?

Sandia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9201 Montgomery NE Suite 401, Albuquerque, NM 87111
Phone505-296-1100
Fax505-296-2086
Office hours8:00-5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.4M
Non-discretionary$14.9M
Total (RAUM)$174.3M