Fiduciary

Aerial Wealth Advisors &Partners

Farmington, New Mexico

Call (505) 482-0698 Visit website →

About

Aerial Wealth Advisors & Partners is an independent registered investment adviser in Farmington, New Mexico, led by Jim and Megan Sandbothe, that provides financial planning and asset management services acting in a fiduciary capacity. The firm serves retirees, business owners, high-net-worth individuals, and families, offering retirement planning, integrated personal and business financial strategies, and multi-generational wealth management. Securities and advisory services are offered through &Partners, LLC, a SEC-registered broker-dealer and investment adviser with FINRA/SIPC membership, utilizing Fidelity Investments as custodian.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Daily: Closed
SEC registered
No

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