SANDERSON WEALTH MANAGEMENT, LLC

50 Fountain Plaza
Suite 750
Buffalo, New York 14202
Tel: 716-566-2420

About SANDERSON WEALTH MANAGEMENT, LLC

SANDERSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as SANDERSON WEALTH MANAGEMENT, LLC. The firm was established in 05/28/2002. They have over 13 offices throughout the country.

SANDERSON WEALTH MANAGEMENT, LLC is a Buffalo, New York based Financial Planning firm with nearly $1,116,320,692 assets under management, offering retirement planning & investment advisory services to 1692 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118910
SEC#	801-61208
Assets Managed by Firm	$1,116,320,692
No. of Clients	1692
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1692	$1,116,320,692
Individuals (other than high net worth individuals)	157	$66,845,263
High net worth individuals	193	$975,643,387
Pension and profit sharing plans	6	$37,588,936

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