Sandia Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,833,000
Clients
231
Advisors
1
of 3 employees
About
Sandia Wealth Management provides individualized portfolio management and financial planning services to individuals (including high‑net‑worth clients), as well as trusts, estates and retirement plans. Services include both discretionary and non‑discretionary portfolio management and written financial planning analyses addressing retirement, tax, insurance and estate objectives.
The firm’s investment philosophy emphasizes value, safety and quality with a strong focus on risk control to limit downside, while seeking opportunities across global equities, fixed income, mutual funds, ETFs and other marketable securities. Sandia applies a mix of fundamental, technical and quantitative analysis in constructing portfolios and conducts periodic reviews of holdings and client objectives.
Distinctively, the firm maintains an unusually high number of client accounts per advisor compared with peers, delivering many individualized relationships rather than relying primarily on aggregated or block trading. It also directs mutual‑fund share‑class conversions to lower‑cost share classes on clients’ behalf (performed without advance notice), and may negotiate or waive account minimums, which can affect how clients experience trade execution and service.
Client services
Expertise
Fee options
up to 1.00% annually, negotiable
$175 per hour, minimum 2 hours per engagement, negotiable
Account minimum: $100,000
Main office
9201 Montgomery NE Suite 401
Albuquerque NM 87111
Advisors at this office
1
Most active in
New Mexico · Texas
Also doing business as
Lehrman , Peter · Sandia Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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