Peter Lehrman
Sandia Wealth Management · Albuquerque, New Mexico
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.
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Facts
| Firm | Sandia Wealth Management |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $193.5M across 562 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NM · CRD 2246752 |
| Exams passed | Series 63 (1992) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sandiawealth.com |
| Profile |
How Peter's firm compares
- Sandia Wealth Management's average account is about $344,000, from its Form ADV (assets managed divided by 562 accounts).
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Questions about Peter
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.
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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