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⚲
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| Sanderson Wealth Management LLC
✚
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|
|---|---|
| CRD # | 118910 |
| SEC # | 801-61208 |
| CIK # | |
| AUM | $1.1 BB (2024-03-22) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 716-566-2420 |
| Address | 50 Fountain Plaza Buffalo, NY 14202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 64.7 |
| (b) Individuals (high net worth individuals) | 166 | 774.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 25.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 34.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,652 | 898.7 |
| By Discretionary | ||
| Discretionary | 215 | 116.9 |
| Non-Discretionary | 1,437 | 781.9 |
| Total | 1,652 | 898.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 898.7 | |
| Total | 1,652 | 898.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allie Family Office LLC
✚
|
FL | 1.1 |
|
Meridian Wealth Partners LLC
✚
|
PA | 1.1 |
|
CJM Wealth Advisers Ltd
✚
|
VA | 1.1 |
|
1834 Investment Advisors Co
✚
|
WI | 1.1 |
|
Woodstock Corporation
✚
|
MA | 1.1 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.1 |
|
RVW Wealth LLC
✚
|
CA | 1.1 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.1 |
|
Greene Wealth Management LLC
✚
|
WA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |