Bernadine Marie Sanchez

Employer firm

Madrid Wealth Management CRD 333331

$212M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 03/2024
  Redw Wealth (Formerly Redw Stanley Financial Advisors)
  Albuquerque, NM
• 03/2024 → 10/2024
  Unemployed
  Albuquerque, NM
• 11/2024 → 01/2025
  Compound Planning
  New York, NY
• 01/2025 → Present
  Madrid Wealth Management, Llc
  Albuquerque, NM

Previous Registrations

• 2024-11-21 → 2025-01-07
  Compound Planning, Inc.
  New York, NY
  Albuquerque, NM
• 2016-12-01 → 2024-04-02
  Redw Wealth Llc
  Albuquerque, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-30