Wealth Manager
    SEC Registered
    Manages Private Funds

    Sandia Wealth Management, LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #159402

    Assets Under Management
    $193M
    Client Accounts
    562
    Employees
    3
    CRD Number
    159402
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sandia Wealth Management, LLC

    Sandia Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $193M in regulatory assets across 562 client accounts. The firm's full regulatory record is filed with the SEC under CRD #159402.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sandia Wealth Management, LLC

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    Frequently Asked Questions

    What is Sandia Wealth Management, LLC's AUM?

    Sandia Wealth Management, LLC reports approximately $193M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sandia Wealth Management, LLC headquartered?

    Sandia Wealth Management, LLC is headquartered in Albuquerque, New Mexico.

    What is Sandia Wealth Management, LLC's CRD number?

    Sandia Wealth Management, LLC's CRD number is 159402. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sandia Wealth Management, LLC manage?

    Sandia Wealth Management, LLC manages approximately 562 client accounts according to its latest SEC filing.

    Is Sandia Wealth Management, LLC SEC registered?

    Yes, Sandia Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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