Sandia Wealth Management, LLC

Sandia Wealth Management, LLC (CRD# 159402) is a financial advisory firm headquartered in Albuquerque, NM. They manage $70,389,981 in 311 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $226,334
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Sandia Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter T. Lehrman
CRD#: 2246752
9201 Montgomery Ne Suite 401, Albuquerque, NM 87111
96
Wealthminder
score

Peter Lehrman (CRD# 2246752) is an Investment Advisor Representative working at Sandia Wealth Management, LLC in Albuquerque, NM and has over 24 years of experience in the finance industry. Peter Lehrman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.