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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2002
- Office Locations
- 1
Office Locations
About Sanderson Wealth Management, LLC
Founded in 2001, Sanderson Wealth Management (Buffalo, NY) provides comprehensive wealth management for high-net-worth individuals and families nationwide, combining investment consulting with financial planning, estate/generational planning, business succession, philanthropy, and tax consulting. The team emphasizes active management and asset allocation using mutual funds and ETFs alongside select private funds; primary custodian is Fidelity/NFS.
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Owner & Executives
JOHN RAYMOND SANDERSON
Chairman, Partner
- CRD
- #6247213
- Ownership
- 75% or more
JAMES LONGSTREET WARNER
Chief Compliance Officer, Chief Financial Officer
- CRD
- #4521548
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Angelo Antonino D'Amato Goodenough
Financial Analyst
- CRD
- #7343659
PHILLIP MARK FRATTALI Jr
Investment Advisor
- CRD
- #6121930
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $396,597,071 | $1,194,569 |
| Non-Discretionary | $1,034,622,919 | $727,072 |
| Total | $1,431,219,990 | $815,510 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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