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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHRMAN, PETER, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (2)
NM TX
Address
9201 MONTGOMERY NE SUITE 401ALBUQUERQUE, NM 87111
United States
Phone: 505-296-1100