Sandia Wealth Management

Sandia pools family capital to meet institutional minimums set by fund managers and direct deal sponsors. The firm aggregates commitments across its multi-family client base into single subscription agreements or SPV interests, allowing clients to access private equity, private credit, and hedge fund allocations that would otherwise require individual commitment levels out of reach for many single-family offices.

Sandia Wealth Management is structured as a registered investment advisor (RIA). Charles E. Anderson leads the firm's investment committee, which oversees manager selection, due diligence, and ongoing monitoring of fund commitments and direct co-investment opportunities. The RIA structure subjects the firm to standard fiduciary standards under the Investment Advisers Act of 1940.

Sandia sources opportunities primarily through Charles Anderson's personal network of general partners, built over decades of institutional relationships. The firm does not publicly disclose a formal in-house origination team, relying instead on direct GP relationships and referral networks cultivated through Anderson's career in private wealth and alternative investments. This relationship-driven model limits competition for allocations compared to large institutional platforms running formal sourcing programs.

According to regulatory filings, Charles Anderson serves as the firm's primary investment decision-maker. The firm's ADV filings indicate a lean organizational structure with Anderson holding final authority over allocation decisions and manager selection. This concentrated governance model is typical for founder-led multi-family offices of Sandia's profile and represents a key operational dependency.

There is no public record of Sandia Wealth Management operating affiliated businesses, including no disclosed real estate operating companies, captive insurance platforms, or tax-advisory subsidiaries. The firm's public profile is limited to its RIA entity, distinguishing it from family offices that operate integrated service businesses alongside investment management.