SANDERSON WEALTH MANAGEMENT, LLC
CRD #118910 SEC #801-61208 BUFFALO, NY 716-566-2420
SEC Registered
Total AUM
$1.2B
Discretionary
$321.6M
Employees
19
Clients
11
Accounts
1,823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.2B | $321.6M | $879.6M | 19 | 0 |
| Mar 2025 | $1.2B | $321.6M | $879.6M | 19 | 0 |
| Oct 2024 | $1.1B | $183.3M | $933M | 19 | 0 |
| Mar 2024 | $1.1B | $183.3M | $933M | 19 | 0 |
| Jan 2024 | $898.7M | $116.9M | $781.9M | 17 | 0 |
| Mar 2023 | $898.7M | $116.9M | $781.9M | 17 | 0 |
| Jan 2023 | $995.7M | $121.1M | $874.5M | 10 | 0 |
| Mar 2022 | $995.7M | $121.1M | $874.5M | 10 | 0 |
| Sep 2021 | $858.1M | $110.2M | $747.8M | 16 | 0 |
| Mar 2021 | $858.1M | $110.2M | $747.8M | 16 | 0 |
| Jun 2020 | $780.5M | $108.5M | $672M | 15 | 0 |
| Mar 2020 | $780.5M | $108.5M | $672M | 15 | 0 |
| Oct 2019 | $666.7M | $79.7M | $587.1M | 15 | 0 |
| Mar 2019 | $666.7M | $79.7M | $587.1M | 15 | 0 |
| Nov 2018 | $741.8M | $77.1M | $664.7M | 15 | 0 |
| Mar 2018 | $741.8M | $77.1M | $664.7M | 15 | 0 |
| Jul 2017 | $647.5M | $71.4M | $576.1M | 15 | 200 |
| Mar 2017 | $647.5M | $71.4M | $576.1M | 15 | 200 |
| Apr 2016 | $613.1M | $72M | $541.1M | 15 | 200 |
| Mar 2016 | $613.1M | $72M | $541.1M | 15 | 200 |
| Sep 2015 | $626.6M | $69.9M | $556.7M | 16 | 200 |
| Mar 2015 | $626.6M | $69.9M | $556.7M | 16 | 200 |
| Aug 2014 | $605M | $15M | $590M | 15 | 200 |
| Jun 2014 | $605M | $15M | $590M | 15 | 200 |
| Mar 2014 | $605M | $15M | $590M | 15 | 200 |
| Dec 2013 | $523.5M | $0 | $523.5M | 14 | 200 |
| Oct 2013 | $523.5M | $523.5M | $0 | 14 | 200 |
| Jul 2013 | $523.5M | $523.5M | $0 | 14 | 200 |
| Mar 2013 | $523.5M | $523.5M | $0 | 14 | 200 |
| Mar 2012 | $440.2M | $0 | $440.2M | 6 | 200 |
| Jul 2011 | $460.2M | $0 | $460.2M | 10 | -- |
| Mar 2011 | $460.2M | $0 | $460.2M | 10 | -- |
| Mar 2010 | $423.1M | $0 | $423.1M | 10 | -- |
| Mar 2008 | $840.5M | $0 | $840.5M | 10 | -- |
| Mar 2007 | $474.8M | $0 | $474.8M | 10 | -- |
| Mar 2006 | $369.3M | $369.3M | $0 | 10 | -- |
| Mar 2004 | $215.4M | $0 | $215.4M | 10 | -- |
DateSep 2025
Total AUM$1.2B
Discretionary$321.6M
Non-Disc.$879.6M
Employees19
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$321.6M
Non-Disc.$879.6M
Employees19
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$183.3M
Non-Disc.$933M
Employees19
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$183.3M
Non-Disc.$933M
Employees19
Clients0
DateJan 2024
Total AUM$898.7M
Discretionary$116.9M
Non-Disc.$781.9M
Employees17
Clients0
DateMar 2023
Total AUM$898.7M
Discretionary$116.9M
Non-Disc.$781.9M
Employees17
Clients0
DateJan 2023
Total AUM$995.7M
Discretionary$121.1M
Non-Disc.$874.5M
Employees10
Clients0
DateMar 2022
Total AUM$995.7M
Discretionary$121.1M
Non-Disc.$874.5M
Employees10
Clients0
DateSep 2021
Total AUM$858.1M
Discretionary$110.2M
Non-Disc.$747.8M
Employees16
Clients0
DateMar 2021
Total AUM$858.1M
Discretionary$110.2M
Non-Disc.$747.8M
Employees16
Clients0
DateJun 2020
Total AUM$780.5M
Discretionary$108.5M
Non-Disc.$672M
Employees15
Clients0
DateMar 2020
Total AUM$780.5M
Discretionary$108.5M
Non-Disc.$672M
Employees15
Clients0
DateOct 2019
Total AUM$666.7M
Discretionary$79.7M
Non-Disc.$587.1M
Employees15
Clients0
DateMar 2019
Total AUM$666.7M
Discretionary$79.7M
Non-Disc.$587.1M
Employees15
Clients0
DateNov 2018
Total AUM$741.8M
Discretionary$77.1M
Non-Disc.$664.7M
Employees15
Clients0
DateMar 2018
Total AUM$741.8M
Discretionary$77.1M
Non-Disc.$664.7M
Employees15
Clients0
DateJul 2017
Total AUM$647.5M
Discretionary$71.4M
Non-Disc.$576.1M
Employees15
Clients200
DateMar 2017
Total AUM$647.5M
Discretionary$71.4M
Non-Disc.$576.1M
Employees15
Clients200
DateApr 2016
Total AUM$613.1M
Discretionary$72M
Non-Disc.$541.1M
Employees15
Clients200
DateMar 2016
Total AUM$613.1M
Discretionary$72M
Non-Disc.$541.1M
Employees15
Clients200
DateSep 2015
Total AUM$626.6M
Discretionary$69.9M
Non-Disc.$556.7M
Employees16
Clients200
DateMar 2015
Total AUM$626.6M
Discretionary$69.9M
Non-Disc.$556.7M
Employees16
Clients200
DateAug 2014
Total AUM$605M
Discretionary$15M
Non-Disc.$590M
Employees15
Clients200
DateJun 2014
Total AUM$605M
Discretionary$15M
Non-Disc.$590M
Employees15
Clients200
DateMar 2014
Total AUM$605M
Discretionary$15M
Non-Disc.$590M
Employees15
Clients200
DateDec 2013
Total AUM$523.5M
Discretionary$0
Non-Disc.$523.5M
Employees14
Clients200
DateOct 2013
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees14
Clients200
DateJul 2013
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees14
Clients200
DateMar 2013
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees14
Clients200
DateMar 2012
Total AUM$440.2M
Discretionary$0
Non-Disc.$440.2M
Employees6
Clients200
DateJul 2011
Total AUM$460.2M
Discretionary$0
Non-Disc.$460.2M
Employees10
Clients--
DateMar 2011
Total AUM$460.2M
Discretionary$0
Non-Disc.$460.2M
Employees10
Clients--
DateMar 2010
Total AUM$423.1M
Discretionary$0
Non-Disc.$423.1M
Employees10
Clients--
DateMar 2008
Total AUM$840.5M
Discretionary$0
Non-Disc.$840.5M
Employees10
Clients--
DateMar 2007
Total AUM$474.8M
Discretionary$0
Non-Disc.$474.8M
Employees10
Clients--
DateMar 2006
Total AUM$369.3M
Discretionary$369.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees10
Clients--