Peter Lehrman is a CFA, CFP-designated registered investment advisor at Sandia Wealth Management, LLC, based in Albuquerque, NM, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 239 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable based on the size of the client’s account.
Fee Estimator
Location
9201 Montgomery NE Suite 401, Albuquerque, NM, 87111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sandia Wealth Management, LLC
Previous Registrations
Universal Advisory Services
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
John Moore & Associates INC
State Registrations1 state
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