Sandia Wealth Management, LLC

Sandia Wealth Management, LLC (CRD# 159402) is a financial advisory firm headquartered in Albuquerque, NM. They manage $162,444,000 in 500 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

9201 Montgomery Ne Suite 401, Albuquerque, NM 87111

http://www.sandiawealth.com

By the Numbers

Total Assets Under Management

162

MILLION
Total Number of Accounts

500

ACCOUNTS
Average Account Value

$324,888

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Sandia Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Peter T. Lehrman

CRD#: 2246752

9201 Montgomery Ne Suite 401, Albuquerque, NM 87111

Peter Lehrman (CRD# 2246752) is an Investment Advisor Representative working at Sandia Wealth Management, LLC in Albuquerque, NM and has over 31 years of experience in the finance industry.

Merlinda J. Sanchez

CRD#: 4290679

9201 Montgomery Ne Suite 401, Albuquerque, NM 87111

Merlinda Sanchez (CRD# 4290679) is an Investment Advisor Representative working at Sandia Wealth Management, LLC in Albuquerque, NM and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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