Sanderson Wealth Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $397M
- Clients
- 325
- Avg AUM / client
- $4.4M
- Accounts
- 1,755
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $66.8M | 4.67% |
| High net worth individuals | 234 | $1.3B | 87.8% |
| Pension and profit sharing plans | 7 | $48.2M | 3.37% |
| Insurance companies | Fewer than 5 clients | $60.2M | 4.21% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Michael Bader | Controller | Jun 2001 (25y) | Less than 5% | |
| James Longstreet Warner | Member, Chief Financial Officer And Chief Compliance Officer | CFP | Jun 2001 (25y) | 10% – 25% |
| John Raymond Sanderson | Member And Chairman | Jun 2001 (25y) | 75% or more | |
| John Salvatore Gullo | Chief Operations Officer And Chief Investment Officer | CFP | Jun 2007 (19y) | Less than 5% |
| Justin Raymond Sanderson | Chief Executive Officer | CFP | Jul 2021 (5y) | Less than 5% |
| Timothy J Domino | Registered representative | CFP | Aug 2021 (5y) | |
| Caleb Jennings | Registered representative | CFP | Aug 2021 (5y) | |
| Phillip Mark Frattali | Registered representative | CFA | Sep 2021 (5y) | |
| Evan R. Kraft | Registered representative | CFP | Nov 2021 (5y) | |
| Angelo Antonino D'amato Goodenough | Registered representative | Feb 2023 (4y) | ||
| Tucker Weppner | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.4B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗