Sanderson Wealth Management, LLC
● SEC registered since 2002CRD 118910SEC# 801-61208Buffalo, NY
Reg. AUM
$1.43B
Employees
19
Accounts
1,755
Location
Buffalo, NY
Sanderson Wealth Management, LLC assets under management
Sanderson Wealth Management, LLC operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2002. It reports $1.4 billion in regulatory assets under management and employs 19 people.
Sanderson Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Jennings Control | Director Of Client Engagement | Under 5% | 2021 |
| Carl Michael Bader Control | Controller | Under 5% | 2001 |
| James Longstreet Warner Control | Member, Chief Financial Officer And Chief Compliance Officer | 10-25% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Sanderson Wealth Management, LLC manage?
Sanderson Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Sanderson Wealth Management, LLC have?
Sanderson Wealth Management, LLC reports 19 employees.
Where is Sanderson Wealth Management, LLC located?
Sanderson Wealth Management, LLC is based in Buffalo, NY and has been SEC-registered since 2002.
Does Sanderson Wealth Management, LLC disclose fund performance?
Sanderson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Fountain Plaza, Suite 750, Buffalo, NY 14202 |
| Phone | 716-566-2420 |
| Fax | 716-566-2410 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $396.6MNon-discretionary $1.03B