CRD: 159402
Sandia Wealth Management, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER THOMAS LEHRMAN
Chief Compliance Officer, Managing Member, President
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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