Sandia Wealth Management LLC
New Mexico
Registered In
07/23/2004
Incorp. Date
Company Summary
Sandia Wealth Management LLC at 3016 Camino Real Ct Ne, Albuquerque, Nm 87111 lists Lehrman, Peter T. as the associate.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Peter Thomas Lehrman
Registered Agent
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3016 CAMINO REAL CT NE, ALBUQUERQUE, NM 87111
|
|
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Lehrman, Peter T.
Organizer
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Map & Locations
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3016 CAMINO REAL CT NE, ALBUQUERQUE, NM 87111
(Mailing)
View Map
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Financials
Financial Information for Sandia Wealth Management LLC
Form 5500
SANDIA WEALTH MANAGEMENT, LLC
9201 Montgomery NE Suite #401, Albuquerque, Nm 87111 (505) 296-1100 EIN:20-3020238 Plan Admin:Peter Lehrman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSANDIA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$319,030 / $432,686 | 2023 | SANDIA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 4 | $319,030 / $432,686 |
| 2022 | Plan NameSANDIA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$311,184 / $319,030 | 2022 | SANDIA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 4 | $311,184 / $319,030 |
| 2021 | Plan NameSANDIA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$234,274 / $311,184 | 2021 | SANDIA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $234,274 / $311,184 |
| 2020 | Plan NameSANDIA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$171,898 / $234,274 | 2020 | SANDIA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $171,898 / $234,274 |
| 2019 | Plan NameSANDIA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$111,001 / $171,898 | 2019 | SANDIA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $111,001 / $171,898 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SANDIA WEALTH MANAGEMENT LLC
9201 Montgomery Blvd NE Suite 401, Albuquerque, Nm 87111| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$31,800 Forgiven$31,973 LenderHTLF Bank Jobs3 | 04/16/2020 | $31,800 | $31,973 | HTLF Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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