Overview
Assets Under Management: $174 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
SANDIA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159402), SANDIA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SANDIA WEALTH MANAGEMENT, LLC is headquartered in ALBUQUERQUE, NM.
SANDIA WEALTH MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, SANDIA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SANDIA WEALTH MANAGEMENT, LLC manages $174 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, SANDIA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 398
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 159402
Last Filing Date: 2025-02-18 00:00:00
Website: https://sandiawealth.com