SANDIA WEALTH MANAGEMENT, LLC
CRD #159402 SEC #801-122537 ALBUQUERQUE, NM 505-296-1100
SEC Registered
Total AUM
$174.3M
Discretionary
$159.4M
Employees
3
Clients
25
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $174.3M | $159.4M | $14.9M | 3 | 0 |
| Sep 2024 | $162.4M | $146.9M | $15.6M | 4 | 0 |
| Mar 2024 | $162.4M | $146.9M | $15.6M | 4 | 0 |
| Mar 2023 | $140.9M | $128.4M | $12.5M | 4 | 0 |
| Feb 2022 | $151.2M | $129.1M | $22.1M | 3 | 0 |
| Sep 2021 | $140.4M | $119.7M | $20.7M | 2 | 0 |
DateFeb 2025
Total AUM$174.3M
Discretionary$159.4M
Non-Disc.$14.9M
Employees3
Clients0
DateSep 2024
Total AUM$162.4M
Discretionary$146.9M
Non-Disc.$15.6M
Employees4
Clients0
DateMar 2024
Total AUM$162.4M
Discretionary$146.9M
Non-Disc.$15.6M
Employees4
Clients0
DateMar 2023
Total AUM$140.9M
Discretionary$128.4M
Non-Disc.$12.5M
Employees4
Clients0
DateFeb 2022
Total AUM$151.2M
Discretionary$129.1M
Non-Disc.$22.1M
Employees3
Clients0
DateSep 2021
Total AUM$140.4M
Discretionary$119.7M
Non-Disc.$20.7M
Employees2
Clients0