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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sanderson Wealth Management LLC
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|---|---|
| CRD # | 118910 |
| SEC # | 801-61208 |
| CIK # | |
| AUM | $1.2 B (2025-03-25) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 716-566-2420 |
| Address | 50 Fountain Plaza Buffalo, NY 14202 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 71.2 |
| (b) Individuals (high net worth individuals) | 210 | 1,050.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 44.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 35.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,823 | 1,201.2 |
| By Discretionary | ||
| Discretionary | 321 | 321.6 |
| Non-Discretionary | 1,502 | 879.6 |
| Total | 1,823 | 1,201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,201.2 | |
| Total | 1,823 | 1,201.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Verity and Verity LLC
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|
SC | 1.2 |
|
Valley Wealth Strategies LLC
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|
CA | 1.2 |
|
SBK Financial Inc
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|
VA | 1.2 |
|
Tribridge Partners Financial LLC
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|
MD | 1.2 |
|
Fusion Family Wealth LLC
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|
NY | 1.2 |
|
Forge Financial Services LLC
✚
|
OK | 1.2 |
|
Beirne Wealth Consulting Services LLC
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|
CT | 1.2 |
|
CWS Financial Advisors LLC
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|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
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|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.2 |