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
Sandia Wealth Management, LLC
By the Numbers
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Total Assets Under Management162MILLION
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Total Number of Accounts500ACCOUNTS
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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
1
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.
2
Merlinda Sanchez (CRD# 4290679) is an Investment Advisor Representative working at Sandia Wealth Management, LLC in Las Cruces, NM and has over 23 years of experience in the finance industry.
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