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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst34 years in industry

PETER THOMAS LEHRMAN

Advisor at SANDIA WEALTH MANAGEMENT, LLC

ALBUQUERQUE, NM

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SANDIA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Jul 28, 1992
First registration: Dec 16, 2003
Dual registered: no
Other names: PETER LEHRMAN
IAPD individual key: 2246752

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SANDIA WEALTH MANAGEMENT, LLC	Independent wealth	Mar 16, 2012	n/a	yes	ALBUQUERQUE, NM	Current employment
UAS WEALTH ADVISORS	Former SEC adviser	Aug 29, 2011	Apr 16, 2012	no	ALBUQUERQUE, NM	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Oct 13, 2009	no	SAINT PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 10, 2004	Jan 2, 2009	no	ALBUQUERQUE, NM\|ALBUQUERQUE, NM	Previous registration
JOHN MOORE & ASSOCIATES INC	Independent wealth	Dec 16, 2003	Jun 8, 2004	no	ALBUQUERQUE, NM	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UAS WEALTH ADVISORS	SANDIA WEALTH MANAGEMENT, LLC	Apr 16, 2012	Mar 16, 2012	-31	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	UAS WEALTH ADVISORS	Oct 13, 2009	Aug 29, 2011	685	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
JOHN MOORE & ASSOCIATES INC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Jun 8, 2004	Jun 10, 2004	2	Firm change	Other

Relationships

Registered with (5)

→ SANDIA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 16, 2012 to presentfactForm ADV
→ UAS WEALTH ADVISORSRegistered adviserregistration: previous registration
Aug 29, 2011 to Apr 16, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Oct 13, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 10, 2004 to Jan 2, 2009factForm ADV
→ JOHN MOORE & ASSOCIATES INCRegistered adviserregistration: previous registration
Dec 16, 2003 to Jun 8, 2004factForm ADV

Dated events

No dated event names this entity yet.