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SANDERSON WEALTH MANAGEMENT, LLC
CRD 118910 · SEC 801-61208
50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, 14202, United States
Phone
716-566-2420
Fax
716-566-2410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.43B
Discretionary AUM
$396.6M
Team
19 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $66.8M |
| High net worth individuals | 234 | $1.26B |
| Pension/profit sharing plans | 7 | $48.2M |
States served
AZ, CA, CO, IL, ME, MD, MA, NJ, NY, NC, OH, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD