SourcingSourcing

SANDIA WEALTH MANAGEMENT, LLC

A68
CRD 159402·SEC 801-122537·ALBUQUERQUE, NM
AUM
$193.5M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$580K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDIA WEALTH MANAGEMENT, LLC
CRD
159402
SEC file #
801-122537
EIN
—
DBA names
—

Economics

AUM
$193.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$151.2M → $193.5M▲ +28%
Client mix
Individuals Other164
Individuals High Net Worth67
Pension Profit Sharing Plans4
Corporations4

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
ALBUQUERQUE NM
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
sandiawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEHRMAN, PETER, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LEHRMAN, PETER, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SANDIAWEALTH.COM
Rdap Domain Creation Date
2011-12-23T05:02:11Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3256
Soi Zip Pct 200k Plus
0.1104
Soi Zip Returns 200k Plus
3,100
Soi Zip Total AGI
2,929,551
Fdic Zip Total Deposits
19,641,105,000
Fdic Zip Branch Count
325
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
United New Mexico BankAlbuquerque, NM
First Security Bank of New Mexico, National AssociationAlbuquerque, NM
Fdic Zip HHI
2008.54
Fdic Zip Top Bank Share Pct
34.76
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-12-23T05:02:11Z
Rdap Domain Last Changed
2023-04-27T16:18:45Z
Rdap Nameservers
Ns39.worldnic.comNs40.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI74,607
Returns6,250
Stub 2
AGI207,476
Returns5,630
Stub 3
AGI247,337
Returns4,000
Soi Zip Total Business Income
77,458
Soi Zip Total Cap Gains
187,760
Soi Zip Total Dividends
89,019
Soi Zip Total Returns
28,070
Top Owner CRD
2246752
Trust Company Affiliate
No

People (1)

1
LEHRMAN, PETER, THOMAS
IAR · Direct Owner · 87.5%
2246752