Peter
Lehrman
Sandia Wealth Management, LLC
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About this Advisor
Peter Lehrman is a certified financial planner and chartered financial analyst working out of Albuquerque, New Mexico with 11 years of industry experience. Lehrman currently works for Sandia Wealth Management, LLC. They have been with Sandia Wealth Management, Llc for their entire career. Lehrman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Mexico. Sandia Wealth Management, LLC is a financial advisory company based out of Albuquerque, NM. The firm has just four advisors. It has $141 million in total assets across its 538 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 538 customer accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which service is provided. Fee types billed by Sandia Wealth Management, LLC most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sandia Wealth Management, LLC Brokerage Details
$140,894,100
4
538
$261,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Lehrman Work History
Peter has been registered as a financial advisor for 11 years.*
Sandia Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Lehrman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandia Wealth Management, LLC
Albuquerque, NM
Albuquerque, NM
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
