Firm profile

SANDIA WEALTH MANAGEMENT, LLC

ALBUQUERQUE, NMCRD 159402Latest ADV March 24, 2026

Sandia Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated March 24, 2026, reports $193M in regulatory assets under management, 3 employees, 1 office, and 562 accounts.

Assets Under Management
$193M
Employees
3
Offices
1 office
Total Clients
239
Primary office
ALBUQUERQUE, NM
9201 MONTGOMERY NE SUITE 401, ALBUQUERQUE, NM, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPeter T. Lehrman

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
164
2
HNWI
28.0%
67
3
Pension Plans
1.7%
4
4
Corporations
1.7%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$193Mas of March 24, 2026
Discretionary93.6%
$181M
94% of total RAUM93.6%
Non-discretionary6.4%
$12M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$193M
Total Accounts562
10Y AUM Change+$53M (+37.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee80:1
10Y Employee Change+1 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.