Peter Thomas Lehrman
Investment adviser representative at Sandia Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$193.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sandia Wealth Management, LLCJan 2012 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NM).
Sandia Wealth Management, LLC
$193.5MAssets managed
239Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2246752
- Firm CRD
- 159402