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SANDERSON WEALTH MANAGEMENT, LLC

BUFFALO, NY · CRD 118910 · IAPD ↗ · sandersonllc.com · 716-566-2420

$1.43BRegulatory AUM
11Advisory reps
19Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — SANDERSON WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — SANDERSON WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
November 2024 — SANDERSON WEALTH MANAGEMENT, LLC notice-filed in CT, ME, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SANDERSON WEALTH MANAGEMENT, LLC added office(s): 1 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — SANDERSON WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($898.7M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
February 2024 — SANDERSON WEALTH MANAGEMENT, LLC notice-filed in MO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — SANDERSON WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.