Sandia Wealth Management

Sandia Wealth Management

Sandia Wealth Management was founded by Charles E. Anderson as a multi-family office serving high-net-worth families, with a footprint anchored in the US Southwest. The firm operates as a conduit for families seeking access to institutional-quality alternative investments typically gated behind large minimums, leveraging Anderson's long-tenured relationships with fund managers and direct deal sponsors to aggregate family capital into single access points. Sandia's investment strategy spans private equity fund commitments, direct co-investments, private credit, and hedge fund allocations, supplemented by direct real estate investments. The firm pools client capital to meet institutional minimums, functioning as a deal-by-deal aggregator. Asset classes include private equity buyout and growth funds, direct lending strategies, absolute-return hedge fund allocations, and commercial real estate equity and debt. Confirmed allocations include interests sourced through long-standing GP relationships in New York and other financial hubs, with a geographic focus stretching across the United States. The firm operates with a lean team structure, with Anderson as the central investment decision-maker. Sandia does not separately disclose AUM or total deployment figures. The firm may maintain additional offices or satellite presences to serve family clients across the Mountain West region, though only a primary footprint in New Mexico is publicly identifiable. No adjacent philanthropic or operating-company vehicles are disclosed as structurally integrated with the advisory entity. Sandia's structural differentiator is its role as an aggregator for smaller family offices and high-net-worth individuals who individually lack the scale to access top-quartile institutional managers. Rather than functioning as a single-family office managing one liquidity event, Anderson built the firm from the start as a multi-family platform, pooling checks to negotiate institutional terms — a model that separates it from both pure wealth advisors and single-principal family offices.