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SANDIA WEALTH MANAGEMENT, LLC
CRD 159402 · SEC 801-122537
9201 MONTGOMERY NE SUITE 401, ALBUQUERQUE, NM, 87111, United States
Phone
505-296-1100
Fax
505-296-2086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.5M
Discretionary AUM
$181.0M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $55.3M |
| High net worth individuals | 67 | $126.5M |
| Pension/profit sharing plans | 4 | $5.8M |
| Corporations/business entities | 4 | $5.8M |
States served
NM, TX
All web addresses on file
Official SEC filing: View on IAPD