# Peter Lehrman

> Peter Lehrman is a fee-only financial advisor at Sandia Wealth Management in Albuquerque, New Mexico, who holds the CFP and CFA credentials. Sandia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-lehrman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sandia Wealth Management
- **Based in:** Albuquerque, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $193.5M across 562 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2246752 (https://adviserinfo.sec.gov/individual/summary/2246752)
- **SEC registration:** Investment adviser representative in NM
- **Exams passed:** Series 63 (1992), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.sandiawealth.com

## Frequently asked questions

### Is Peter Lehrman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Sandia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter's firm, Sandia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Peter Lehrman based?

Peter Lehrman is based in Albuquerque, New Mexico.

### What credentials does Peter Lehrman hold?

Peter Lehrman holds the CFP and CFA credentials.

### Is Peter Lehrman registered with the SEC?

Yes. Peter Lehrman is registered as an investment adviser representative in NM (CRD 2246752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sandia Wealth Management manage?

Sandia Wealth Management reports $193.5M across 562 accounts in assets under management.

### How do I contact Peter Lehrman?

Through Peter's website, www.sandiawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2246752): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.