Data / Investment advisers / New Mexico / Sandia Wealth Management, LLC
Sandia Wealth Management, LLC, Albuquerque, NM: $193 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sandia Wealth Management, LLC is an SEC registered investment adviser with its main office in Albuquerque, New Mexico and reports $193 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 159402
- SEC file number
- 801-122537
- SEC status
- Approved, effective October 21, 2021
- Main office
- 9201 Montgomery Ne Suite 401, Albuquerque, NM 87111
- Phone
- (505) 296-1100
- Website
- sandiawealth.com
- Regulatory AUM
- $193,482,000 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $181,039,000
- Non discretionary AUM
- $12,443,000
- Accounts
- 562
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $126.5 million |
| Individuals (other than high net worth individuals) | 164 | $55.3 million |
| Pension and profit sharing plans | 4 | $5.8 million |
| Corporations or other businesses | 4 | $5.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $193.5 million | March 24, 2026 |
| December 1, 2025 | $174.3 million | February 18, 2025 |
Other advisers in Albuquerque
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Zanetti Financial, LLC | Albuquerque | $809.4 million | Not listed | adviserinfo.sec.gov |
| Portfolio Wealth Advisors | Albuquerque | $395.5 million | Not listed | adviserinfo.sec.gov |
| DXD Capital | Albuquerque | $353.4 million | 21 | adviserinfo.sec.gov |
| Titan Fund Management, LLC | Albuquerque | $250.7 million | 4 | adviserinfo.sec.gov |
| Madrid Wealth Management | Albuquerque | $212.1 million | Not listed | adviserinfo.sec.gov |
| Cross State Financial Group LLC | Albuquerque | $188.3 million | Not listed | adviserinfo.sec.gov |
| Hanseatic Management Services Inc | Albuquerque | $174 million | Not listed | adviserinfo.sec.gov |
| Waterrock Wealth Management | Albuquerque | $153.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albuquerque, NM
- Investment advisers in New Mexico
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sandia Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.