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 |
| Firm CRD#: | 159402 | |
| SEC#: | 801-122537 | |
| Assets under Management: | $174,250,000 | |
| No. of Clients: | 539 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| REDW WEALTH LLC | 109446 | 801-57516 | 1227 | 14 | $1,004,648,408 |
| CROSS STATE FINANCIAL GROUP LLC | 282011 | 801-117843 | 1028 | 9 | $166,767,480 |
| OAKMONT ADVISORY GROUP, LLC | 158890 | 801-128685 | 1021 | 7 | $108,198,163 |
| HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | 164970 | 801-120599 | 740 | 5 | $134,076,856 |
| CROW FINANCIAL ADVISORS | 114077 | 801-120860 | 574 | 3 | $130,306,523 |
| STEVE LYNCH WEALTH MANAGEMENT | 113715 | 801-130555 | 515 | 5 | $133,689,469 |
| FINANCIAL PARTNERS, LLC | 170002 | 801-110092 | 391 | 3 | $121,449,205 |
| HANSEATIC MANAGEMENT SERVICES INC | 107110 | 801-49508 | 266 | 4 | $105,900,000 |
| MERIDIAN WEALTH ADVISORS, LLC | 140991 | 801-127570 | 257 | 1 | $144,880,441 |
| MADRID WEALTH MANAGEMENT | 333331 | 801-131961 | 243 | 2 | $127,342,065 |
| WATERROCK WEALTH MANAGEMENT | 296462 | 801-128547 | 236 | 5 | $113,231,308 |
| SKG CAPITAL ADVISORS, LLC | 286554 | 801-125789 | 229 | 3 | $106,034,230 |
| ALTAMIRA FINANCIAL GROUP, LLC | 316907 | 801-132045 | 201 | 3 | $115,920,360 |
| CITY DIFFERENT INVESTMENTS | 310982 | 801-120293 | 91 | 14 | $114,585,236 |