Sponsor portfolio
SANDIA WEALTH MANAGEMENT, LLC
EIN 20-3020238investment bankingLatest filing 2025
Plans
1
Retirement
1
$746K assets
Welfare
0
Participants
4
9201 MONTGOMERY NE SUITE #401 - ALBUQUERQUE, NM 87111505-296-1100sandiawealth.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANDIA WEALTH MANAGEMENT 401(K) PLAN | 401k | $746K | 4 | 2025 |
Retirement plans