SANDIA WEALTH MANAGEMENT, LLC
SANDIA WEALTH MANAGEMENT, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 159402). Regulatory assets under management: $193.5M.
Registration
- CRD: 159402
- SEC file number: 801-122537
- Type: Registered investment adviser
- Location: 9201 MONTGOMERY NE SUITE 401, ALBUQUERQUE, NM, 87111
- Phone: 505-296-1100
- Latest filing: 2026-03-24
- Regulatory AUM: $193.5M
- Discretionary AUM: $181.0M
- Non-discretionary AUM: $12.4M
- Clients: 3
- Accounts: 562
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Peter Thomas Lehrman | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEHRMAN PETER THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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