CRD: 159402
Sandia Wealth Management, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-16-2012
- Office Locations
- 1
Office Locations
About Sandia Wealth Management, LLC
Sandia Wealth Management is a fee-only, SEC-registered RIA in Albuquerque, NM providing wealth management plus retirement and financial planning for individuals, trusts, and retirement plans. The firm emphasizes risk management with diversified portfolios, disciplined rebalancing, and controlling expenses and turnover. Their process centers on understanding client psychology and goals to build a tailored long-term investment plan, with custody through Raymond James.
Reported data analysis
What the numbers show
Between February 18, 2025 and March 24, 2026, reported AUM increased 11.0%, from $174.3M to $193.5M.
Across 5 reported observations, AUM increased 28.0% between February 15, 2022 and March 24, 2026, from $151.2M to $193.5M.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 1 advisory representatives and 239 clients, or 239 clients per representative. That equates to $809.5K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PETER THOMAS LEHRMAN
Chief Compliance Officer, Managing Member
- CRD
- #2246752
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,039,000 | $425,974 |
| Non-Discretionary | $12,443,000 | $90,825 |
| Total | $193,482,000 | $344,274 |
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Separately Managed Accounts
SMA allocation detail is available
Sandia Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.