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Building 2SANDIA WEALTH MANAGEMENT, LLC

Map pinALBUQUERQUE, NM
Phone505-296-1100
NotebookSEC #801-122537
Total AUM
$193.5M
Employees
3
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9201 MONTGOMERY NE SUITE 401
ALBUQUERQUE
NM 87111
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
505-296-1100
Other Offices
1

ReceiptFinancials

Total AUM
$193.5M
Accounts
562
Discretionary
$181M
Accounts
425
Non-Discretionary
$12.4M
Accounts
137

ContactClients

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Individual Clients
164
AUM
$55.3M
HNW Individual Clients
67
AUM
$126.5M
Pension/Profit Sharing Plan Clients
4
AUM
$5.8M
Corporation or Business Clients
4
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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