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| Keyboard |
| Sanderson Wealth Management LLC
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|---|---|
| CRD # | 118910 |
| SEC # | 801-61208 |
| CIK # | |
| AUM | 1,431.2 M (2026-03-31) |
| Employees | 19 (58% 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) | 84 | 66.8 |
| (b) Individuals (high net worth individuals) | 234 | 1,255.9 |
| (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 | 48.2 |
| (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 | 60.2 |
| (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 | 1,755 | 1,431.2 |
| By Discretionary | ||
| Discretionary | 332 | 396.6 |
| Non-Discretionary | 1,423 | 1,034.6 |
| Total | 1,755 | 1,431.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,431.2 | |
| Total | 1,755 | 1,431.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parkside Investments LLC
✚
|
IL | 1,437.6 M |
|
Bay Colony Advisory Group Inc
✚
|
MA | 1,434.9 M |
|
JGP Wealth Management LLC
✚
|
OR | 1,431.8 M |
|
Oak City Consulting LLC
✚
|
NC | 1,431.6 M |
|
1832 Asset Management US Inc
✚
|
1,427.5 M | |
|
Anderson Hoagland & Co
✚
|
MO | 1,427.3 M |
|
True Private Wealth Advisors LLC
✚
|
OR | 1,426.8 M |
|
Nottingham Advisors Inc
✚
|
NY | 1,426.1 M |
|
The Edgar Lomax Company
✚
|
VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1,423.9 M |