Sandia Wealth Management, LLC
● SEC registered since 2021CRD 159402SEC# 801-122537Albuquerque, NM
Reg. AUM
$193.5M
Employees
3
Accounts
562
Location
Albuquerque, NM
About Sandia Wealth Management
Sandia Wealth Management emphasizes managing risk alongside long-term returns through diversification, rebalancing, and cost control. It provides client-first planning that accounts for the psychology behind investment decisions.
Summary based on the firm’s website.
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 $193.5 million in regulatory assets under management and employs 3 people.
Sandia Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Thomas Lehrman Control | Managing Member/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Sandia Wealth Management, LLC manage?
Sandia Wealth Management, LLC reports $193.5 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
| Address | 9201 Montgomery NE Suite 401, Albuquerque, NM 87111 |
| Phone | 505-296-1100 |
| Fax | 505-296-2086 |
| Office hours | 8:00-5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193.5M▲ 11%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$193.5Mregulatory AUM
Discretionary $181MNon-discretionary $12.4M