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SANDIA WEALTH MANAGEMENT, LLC

Tel: 505-296-1100
9201 Montgomery Ne Suite 401
Albuquerque, New Mexico  87111

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SANDIA WEALTH MANAGEMENT, LLC

SANDIA WEALTH MANAGEMENT, LLC is a Albuquerque, New Mexico based financial advisory firm with nearly $174,250,000 in assets under management and provides investment advisory services for 539 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

159402

SEC#:

801-122537

No. of Clients:

539

Assets under Management

$174,250,000

No. of Advisors:

3

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