SANDIA WEALTH MANAGEMENT, LLC

Overview

Sandia Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves individual and family clients alongside a smaller institutional roster, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with hourly charges for planning or advisory work. Investment implementation leans toward pooled public vehicles and traditional fixed-income allocations rather than direct stock picking. Sandia is not positioned as a capital allocator or pension consultant, and it does not flag itself as an active ESG investor. The firm operates primarily as a discretionary manager — the bulk of client assets are managed under discretionary authority — while retaining a non‑discretionary sleeve for certain clients or accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices