Peter Lehrman has been Managing Member/Chief Compliance Officer of Sandia Wealth Management since January 2012, is a control person of the firm and directly owns 75% or more of it. Peter Lehrman holds a Bachelor of Business Administration in Finance from the University of New Mexico.
Sandia Wealth Management, LLC is an Albuquerque, NM firm with $193M under management, 239 clients and 1 adviser across 2 offices, as of its March 2026 filing.
Peter Lehrman is President of Sandia Wealth Management, based in Albuquerque, New Mexico. He is the founder of the firm, a registered investment advisory firm, and has over 30 years of experience in the wealth management field, assisting clients with investment, retirement and estate planning needs. He is a board member of the CFA Society of New Mexico.
Peter Lehrman’s longest registration is the current one, 14 years at Sandia Wealth Management since 2012. Before joining Sandia Wealth Management in 2012, Peter Lehrman was registered through Universal Advisory Services and Raymond James Financial Services Advisors, Inc.
- – present · 14 yearsAlbuquerque, NM · Adviser representative · Firm CRD 159402
- Universal Advisory Services– · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 132903
- Raymond James Financial Services Advisors, Inc– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 4 yearsAlbuquerque, NM · Adviser representative · Firm CRD 6694
- John Moore & Associates Inc– · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 109791
Professional designations
Listed by Sandia Wealth Management
- CFA®
- CFP®
Investment adviser representative registrations
Peter Lehrman is registered as an investment adviser representative in New Mexico, since March 2012.
- New MexicoSince 16 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 7 February 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 February 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 1992 |
| Series 7 | General Securities Representative Examination | 8 July 1992 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Thomas Lehrman
- CRD
- 2246752
- Firm
- Sandia Wealth Management · CRD 159402
- Role
- Managing Member/Chief Compliance Officer
- Office
- 9201 MONTGOMERY NE SUITE 401, Albuquerque, NM 87111
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sandiawealth.com
Where does Peter Lehrman work?
Peter Lehrman has been Managing Member/Chief Compliance Officer of Sandia Wealth Management, LLC since January 2012, and is a control person of the firm.
Is Peter Lehrman a financial advisor?
Yes. Peter Lehrman has a current investment-adviser registration in New Mexico, through Sandia Wealth Management since March 2012.
How many years of experience does Peter Lehrman have?
Peter Lehrman has 20 years in the financial industry, since October 2005, across 5 adviser firms.
What exams has Peter Lehrman passed?
Peter Lehrman has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in July 1992.
Where did Peter Lehrman work before Sandia Wealth Management?
Before Sandia Wealth Management, Peter Lehrman was registered through Raymond James Financial Services Advisors, Inc, January 2009 to October 2009; Raymond James Financial Services, June 2004 to January 2009; John Moore & Associates Inc, December 2003 to June 2004.
Where is Peter Lehrman based?
Peter Lehrman’s registered office is in Albuquerque, NM.
Is Peter Lehrman registered with FINRA?
No. Peter Lehrman has no current broker registration.
Is Peter Lehrman a CFP?
Sandia Wealth Management lists Peter Lehrman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Peter Lehrman a CFA charterholder?
Sandia Wealth Management lists Peter Lehrman with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Peter Lehrman’s record?
Search CRD 2246752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Lehrman’s full registration record.