A complete list of active advisors currently associated with Sandia Wealth Management, LLC
Warmer can help you find a great advisor at Sandia Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sandia Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Albuquerque, NM
| 20
|
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