Sandia Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$181,833,000
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
231
29% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
231
Very HighAverage account size
$787,156
About
Sandia Wealth Management provides individualized portfolio management and financial planning services to individuals (including high‑net‑worth clients), as well as trusts, estates and retirement plans. Services include both discretionary and non‑discretionary portfolio management and written financial planning analyses addressing retirement, tax, insurance and estate objectives.
The firm’s investment philosophy emphasizes value, safety and quality with a strong focus on risk control to limit downside, while seeking opportunities across global equities, fixed income, mutual funds, ETFs and other marketable securities. Sandia applies a mix of fundamental, technical and quantitative analysis in constructing portfolios and conducts periodic reviews of holdings and client objectives.
Distinctively, the firm maintains an unusually high number of client accounts per advisor compared with peers, delivering many individualized relationships rather than relying primarily on aggregated or block trading. It also directs mutual‑fund share‑class conversions to lower‑cost share classes on clients’ behalf (performed without advance notice), and may negotiate or waive account minimums, which can affect how clients experience trade execution and service.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Cash flow / budgeting
Fee options
up to 1.00% annually, negotiable
$175 per hour, minimum 2 hours per engagement, negotiable
Account minimum: $100,000
Main office location
Sandia Wealth Management, LLC
9201 Montgomery Ne Suite 401
Albuquerque NM 87111, United States
Number of offices
2
Most active in
Sandia Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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