Sanderson Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.4B in regulatory assets under management, 19 employees, 12 offices, and 1,755 accounts.
Assets Under Management
$1.4B
Employees
19
Offices
12 offices
Total Clients
325
Primary office
BUFFALO, NY
50 FOUNTAIN PLAZA, SUITE 750, BUFFALO, NY, United States
Top client segmentHNWI represent 72.0% of total clients.
Top client categories% of clientsClients
1
HNWI
72.0%
234
2
Individuals
25.8%
84
3
Pension Plans
2.2%
7
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 31, 2026
Discretionary27.7%
$397M
28% of total RAUM27.7%
Non-discretionary72.3%
$1.0B
72% of total RAUM72.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,755
10Y AUM Change+$784M (+121.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee17:1
10Y Employee Change+4 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.