Bernadine Sanchez
Madrid Wealth Management · Albuquerque, New Mexico
Bernadine Sanchez is a fee-only financial advisor at Madrid Wealth Management in Albuquerque, New Mexico. Madrid Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Madrid Wealth Management |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.1M across 428 accounts |
| SEC registration | Investment adviser representative in NM · CRD 6723736 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.madridwealthandtax.com |
How Bernadine's firm compares
- Madrid Wealth Management's average account is about $495,000, from its Form ADV (assets managed divided by 428 accounts).
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Questions about Bernadine
Is Bernadine Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernadine holds no broker registration, and Madrid Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bernadine charge for financial advice?
Bernadine's firm, Madrid Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bernadine Sanchez based?
Bernadine Sanchez is based in Albuquerque, New Mexico.
Is Bernadine Sanchez registered with the SEC?
Yes. Bernadine Sanchez is registered as an investment adviser representative in NM (CRD 6723736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Madrid Wealth Management manage?
Madrid Wealth Management reports $212.1M across 428 accounts in assets under management.
How do I contact Bernadine Sanchez?
Through Bernadine's website, www.madridwealthandtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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