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Home > Retirement Planners > new mexico > albuquerque > SANDIA WEALTH MANAGEMENT, LLC
SANDIA WEALTH MANAGEMENT, LLC
9201 Montgomery Ne Suite 401
Albuquerque, New Mexico 87111
Tel: 505-296-1100
About SANDIA WEALTH MANAGEMENT, LLC
SANDIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as SANDIA WEALTH MANAGEMENT, LLC. The firm was established in 10/21/2021. They have over 2 offices throughout the country.
SANDIA WEALTH MANAGEMENT, LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $174,250,000 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159402 |
| SEC# | 801-122537 |
| Assets Managed by Firm | $174,250,000 |
| No. of Clients | 539 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 539 | $174,250,000 |
| Individuals (other than high net worth individuals) | 179 | $52,000,000 |
| High net worth individuals | 54 | $114,500,000 |
| Pension and profit sharing plans | 3 | $4,250,000 |
| Corporations or other businesses | 3 | $3,500,000 |
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