| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Michael Bader Control | Controller | Under 5% | 2001 |
| James Longstreet Warner Control | Member, Chief Financial Officer And Chief Compliance Officer | 10-25% | 2001 |
| John Raymond Sanderson Control | Member And Chairman | Over 75% | 2001 |
Sanderson Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Sanderson Wealth Management, LLC reports 19 employees.
Sanderson Wealth Management, LLC is based in Buffalo, NY and has been SEC-registered since 2002.
Sanderson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $321.6M |
| Non-discretionary | $879.6M |
| Total (RAUM) | $1.2B |