# Sandia Wealth Management

Sandia Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** sandiawealth.com

## Regulatory record

- **CRD number:** 159402
- **SEC file number:** 801-122537
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159402

## About

SANDIA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in ALBUQUERQUE, NM, registered since 2021. The firm manages $193 million in assets, $181 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Charles E. Anderson — Founder, CEO

## Questions

### Does Sandia operate as a registered investment advisor?

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.

### What is Sandia's deal-sourcing model?

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.

### How concentrated is investment decision-making at the firm?

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.

### Does Sandia maintain any affiliated operating companies or business lines?

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.

## Related profiles

- [Sandhill Wealth Management](https://altss.com/profile/sandhill-wealth-management-inc)
- [Sansone Advisors](https://altss.com/profile/sansone-advisors-llc)

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Last updated: 2026-07-06T01:24:25.008Z

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