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Sanderson Wealth Management Employee Directory

Investment ManagementNew York, United States11-50 Employees

Sanderson Wealth Management is an independent investment advisory firm that provides comprehensive financial services to high-net-worth individuals and families. As a fiduciary SEC-registered advisor, the firm is committed to acting in clients' best interests at all times. Its professionals bring advanced credentials across finance and accounting, reflecting a multidisciplinary approach to wealth management. Headquartered in Buffalo, New York, the firm serves clients across the United States through an integrated, individualized planning process.

Founded in 2001, the firm operates in the investment management industry with a focus on services for affluent clients. A recent development is its participation in the WealthVantage event in January 2026, signaling ongoing engagement with market perspectives.

Find Sanderson Wealth Management employees' phone numbers or email addresses

Sanderson Wealth Management Global Highlights

Location
Employees

North America
40

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  • United States Of America
    36
  • Canada
    4

Oceania
1

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  • Australia
    1

Sanderson Wealth Management's Leadership

  • Owner at Sanderson Wealth Management
    B. O.
    Owner
    Mobile Phone
  • Director Of Technology & Innovation at Sanderson Wealth Management
    J. S.
    Director Of Technology & Innovation
    Mobile Phone
  • Director Of Wealth Planning at Sanderson Wealth Management
    T. D.
    Director Of Wealth Planning
    Mobile Phone
  • Property Manager at Sanderson Wealth Management
    B. D.
    Property Manager
    Mobile Phone
  • Certified Public Accountant at Sanderson Wealth Management
    C. C.
    Certified Public Accountant
    Mobile Phone

Sanderson Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Finance
  • Other
  • Consultant
  • Accounting

Contact profiles from Sanderson Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Sanderson Wealth Management
    B. O.
    Owner
    Mobile Phone
    Oct 18, 2024
  • Director Of Technology & Innovation at Sanderson Wealth Management
    J. S.
    Director Of Technology & Innovation
    Mobile Phone
    Sep 18, 2026
  • Director Of Wealth Planning at Sanderson Wealth Management
    T. D.
    Director Of Wealth Planning
    Mobile Phone
    Jun 29, 2026
  • Property Manager at Sanderson Wealth Management
    B. D.
    Property Manager
    Mobile Phone
    Canada, Ontario
    Apr 14, 2026
  • Certified Public Accountant at Sanderson Wealth Management
    C. C.
    Certified Public Accountant
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Sanderson Wealth Management known for?

Minus sign iconPlus sign iconSanderson Wealth Management was founded in 2001 and operates in the Investment Management industry. You can contact Sanderson Wealth Management's main corporate office by phone at
+1-716-843-****
. Explore Sanderson Wealth Management's company overview page for more information.

What is Sanderson Wealth Management's most common email format?

Minus sign iconPlus sign iconSanderson Wealth Management employees' email format typically follows the pattern of FLast@sandersonllc.com. Trying to find reliable and up-to-date employee contact data? Find more Sanderson Wealth Management email formats with LeadIQ.

How many employees does Sanderson Wealth Management have currently?

Minus sign iconPlus sign iconSanderson Wealth Management has approximately 25 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Sanderson Wealth Management's key employees and leadership?

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As of September 2026, Sanderson Wealth Management's key employees include:

  • Owner: B. O.
  • Director Of Technology & Innovation: J. S.
  • Director Of Wealth Planning: T. D.
  • Property Manager: B. D.
  • Certified Public Accountant: C. C.

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