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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SANDERSON WEALTH MANAGEMENT, LLC

CRD 118910

BUFFALO, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:84635011-a662-fbeb-a48e-e9e802a5cdd7

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $397M
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 11
Offices: 12Schedule D 1.F, beyond the principal office
Accounts: 1,755
Individual clients: 84
High net worth clients: 234
Custody, client assets: $207M
SEC number: 801-61208
CRD: 118910
Filings on the tape: 32
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NY
Website: sandersonllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN RAYMOND SANDERSON	n/a	BUFFALO, NY	12	27	n/a	no
JOHN SALVATORE GULLO	Certified Financial Planner	BUFFALO, NY	5	27	n/a	no
Timothy J Domino	Certified Financial Planner	BUFFALO, NY	5	15	n/a	no
CALEB JENNINGS	Certified Financial Planner	BUFFALO, NY	5	27	n/a	no
JUSTIN RAYMOND SANDERSON	Certified Financial Planner	BUFFALO, NY	5	25	n/a	no
JAMES LONGSTREET WARNER	Certified Financial Planner	BUFFALO, NY	5	25	n/a	no
PHILLIP MARK FRATTALI	Chartered Financial Analyst	BUFFALO, NY	4	12	n/a	no
CARL MICHAEL BADER	n/a	BUFFALO, NY	4	25	n/a	no
Evan R. Kraft	Certified Financial Planner	BUFFALO, NY	4	15	n/a	no
Angelo Antonino D'Amato Goodenough	n/a	BUFFALO, NY	3	12	1	no
TUCKER WEPPNER	Certified Financial Planner	Denver, CO \| BUFFALO, NY	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BADER, CARL, MICHAEL	Controller	Na	yes	06/2001	Mar 31, 2026	Mar 31, 2026
Domino, Timothy, J	DIRECTOR OF WEALTH MANAGEMENT	Na	yes	07/2021	Mar 31, 2026	Mar 31, 2026
GULLO, JOHN, SALVATORE	CHIEF OPERATIONS OFFICER AND CHIEF INVESTMENT OFFICER	Na	yes	06/2007	Mar 31, 2026	Mar 31, 2026
JENNINGS, CALEB	DIRECTOR OF CLIENT ENGAGEMENT	Na	yes	07/2021	Mar 31, 2026	Mar 31, 2026
SANDERSON, JOHN, RAYMOND	MEMBER AND CHAIRMAN	E	yes	06/2001	Mar 31, 2026	Mar 31, 2026
SANDERSON, JUSTIN, RAYMOND	CHIEF EXECUTIVE OFFICER	Na	yes	07/2021	Mar 31, 2026	Mar 31, 2026
WARNER, JAMES, LONGSTREET	MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	B	yes	06/2001	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SANDERSON WEALTH MANAGEMENT CPAS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.4B	$397M	19	11	12	n/a	n/a
2024	Mar 25, 2025	$1.2B	$322M	19	12	12	n/a	n/a
2023	Mar 22, 2024	$1.1B	$183M	19	13	12	n/a	n/a
2022	Mar 17, 2023	$899M	$117M	17	11	0	n/a	n/a
2021	Mar 24, 2022	$996M	$121M	10	10	0	n/a	n/a
2020	Mar 30, 2021	$858M	$110M	16	10	0	n/a	n/a
2019	Mar 25, 2020	$780M	$109M	15	10	0	n/a	n/a
2018	Mar 19, 2019	$667M	$79.7M	15	9	0	n/a	n/a
2017	Mar 15, 2018	$742M	$77.1M	15	9	0	n/a	n/a
2016	Mar 2, 2017	$648M	$71.4M	15	8	n/a	n/a	n/a
2015	Mar 15, 2016	$613M	$72.0M	15	8	n/a	n/a	n/a
2014	Mar 31, 2015	$627M	$69.9M	16	9	n/a	n/a	n/a
2013	Mar 18, 2014	$605M	$15.0M	15	8	n/a	n/a	n/a
2012	Mar 28, 2013	$524M	$524M	14	7	n/a	n/a	n/a
2011	Mar 30, 2012	$440M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	9.1%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	19.1%	$899M	16.8%	19	19	12	12

Relationships

Registered with (13)

← TUCKER WEPPNERAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← Angelo Antonino D'Amato GoodenoughAdvisorregistration: current employment
Feb 2, 2023 to presentfactForm ADV
← Evan R. KraftAdvisorregistration: current employment
Nov 23, 2021 to presentfactForm ADV
← CARL MICHAEL BADERAdvisorregistration: current employment
Oct 13, 2021 to presentfactForm ADV
← PHILLIP MARK FRATTALIAdvisorregistration: current employment
Sep 22, 2021 to presentfactForm ADV
← JAMES LONGSTREET WARNERAdvisorregistration: current employment
Aug 29, 2021 to presentfactForm ADV
← CALEB JENNINGSAdvisorregistration: current employment
Aug 25, 2021 to presentfactForm ADV
← JUSTIN RAYMOND SANDERSONAdvisorregistration: current employment
Aug 25, 2021 to presentfactForm ADV
← Timothy J DominoAdvisorregistration: current employment
Aug 22, 2021 to presentfactForm ADV
← JOHN SALVATORE GULLOAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV
← JOHN RAYMOND SANDERSONAdvisorregistration: current employment
Oct 10, 2013 to presentfactForm ADV
← Joseph Paul BarteloAdvisorregistration: previous registration
Feb 11, 2025 to Dec 1, 2025factForm ADV
← Sean Michael CasulloAdvisorregistration: previous registration
Aug 23, 2021 to Jul 15, 2022factForm ADV

Controls (5)

← GULLO, JOHN, SALVATOREOwnerCHIEF OPERATIONS OFFICER AND CHIEF INVESTMENT OFFICER, ownership code NA, individual
Sep 20, 2021 to Oct 15, 2024factForm ADV
← WARNER, JAMES, LONGSTREETOwnerMEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 30, 2012 to Oct 15, 2024factForm ADV
← BADER, CARL, MICHAELOwnerCONTROLLER, ownership code NA, individual
Mar 30, 2012 to Oct 15, 2024factForm ADV
← SANDERSON, JOHN, RAYMONDOwnerMEMBER AND CHAIRMAN, ownership code E, individual
Jan 18, 2023 to Oct 15, 2024factForm ADV
← SANDERSON, JUSTIN, RAYMONDOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 18, 2014 to Oct 15, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 1, 2025
Advisor changed firm
Joseph Paul Bartelo left Sanderson Wealth Management, Llc for Facet (registered 2026-03-27)
Form ADVobserved 3 days ago
Occurred
Jan 18, 2023
Control person joined
Raymond John Sanderson (Member And Chairman) appeared on Schedule A of Sanderson Wealth Management, Llc
Form ADVobserved 3 days ago
Occurred
Jan 18, 2023
Control person left
Michael Sean Casullo (Chief Compliance Officer) no longer on Schedule A of Sanderson Wealth Management, Llc (listed 2022-03-24, absent 2023-01-18)
Form ADVobserved 3 days ago
Occurred
Jul 15, 2022
Advisor changed firm
Sean Michael Casullo left Sanderson Wealth Management, Llc for Crown Wealth Group Llc (registered 2022-07-11)
Form ADVobserved 3 days ago
Occurred
Sep 20, 2021
Control person left
Raymond John Sanderson (Managing Member) no longer on Schedule A of Sanderson Wealth Management, Llc (listed 2021-03-30, absent 2021-09-20)
Form ADVobserved 3 days ago
Occurred
Sep 20, 2021
Control person joined
Michael Sean Casullo (Chief Compliance Officer) appeared on Schedule A of Sanderson Wealth Management, Llc
Form ADVobserved 3 days ago
Occurred
Sep 20, 2021
Control person joined
Salvatore John Gullo (Chief Operations Officer And Chief Investment Officer) appeared on Schedule A of Sanderson Wealth Management, Llc
Form ADVobserved 3 days ago

Show 2 bookkeeping events

Occurred
Mar 22, 2024
Sanderson Wealth Management, Llc reported 12 offices beyond its principal office, up from 1 (2024-01-31 to 2024-03-22)
Occurred
Mar 24, 2022
Sanderson Wealth Management, Llc reported 10 state-registered advisory representatives, up from 0 (2021-09-20 to 2022-03-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84635011-a662-fbeb-a48e-e9e802a5cdd7
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANDERSON WEALTH MANAGEMENT, LLC

CRD 118910

BUFFALO, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:84635011-a662-fbeb-a48e-e9e802a5cdd7

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN RAYMOND SANDERSON

n/a

BUFFALO, NY

n/a

JOHN SALVATORE GULLO

Certified Financial Planner

BUFFALO, NY

n/a

Timothy J Domino

Certified Financial Planner

BUFFALO, NY

n/a

CALEB JENNINGS

Certified Financial Planner

BUFFALO, NY

n/a

JUSTIN RAYMOND SANDERSON

Certified Financial Planner

BUFFALO, NY

n/a

JAMES LONGSTREET WARNER

Certified Financial Planner

BUFFALO, NY

n/a

PHILLIP MARK FRATTALI

Chartered Financial Analyst

BUFFALO, NY

n/a

CARL MICHAEL BADER

n/a

BUFFALO, NY

n/a

Evan R. Kraft

Certified Financial Planner

BUFFALO, NY

n/a

Angelo Antonino D'Amato Goodenough

n/a

BUFFALO, NY

TUCKER WEPPNER

Certified Financial Planner

Denver, CO | BUFFALO, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BADER, CARL, MICHAEL

Controller

yes

06/2001

Mar 31, 2026

Domino, Timothy, J

DIRECTOR OF WEALTH MANAGEMENT

yes

07/2021

Mar 31, 2026

GULLO, JOHN, SALVATORE

CHIEF OPERATIONS OFFICER AND CHIEF INVESTMENT OFFICER

yes

06/2007

Mar 31, 2026

JENNINGS, CALEB

DIRECTOR OF CLIENT ENGAGEMENT

yes

07/2021

Mar 31, 2026

SANDERSON, JOHN, RAYMOND

MEMBER AND CHAIRMAN

yes

06/2001

Mar 31, 2026

SANDERSON, JUSTIN, RAYMOND

CHIEF EXECUTIVE OFFICER

yes

07/2021

Mar 31, 2026

WARNER, JAMES, LONGSTREET

MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

06/2001

Mar 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SANDERSON WEALTH MANAGEMENT CPAS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.4B

$397M

n/a

2024

Mar 25, 2025

$1.2B

$322M

n/a

2023

Mar 22, 2024

$1.1B

$183M

n/a

2022

Mar 17, 2023

$899M

$117M

n/a

2021

Mar 24, 2022

$996M

$121M

n/a

2020

Mar 30, 2021

$858M

$110M

n/a

2019

Mar 25, 2020

$780M

$109M

n/a

2018

Mar 19, 2019

$667M

$79.7M

n/a

2017

Mar 15, 2018

$742M

$77.1M

n/a

2016

Mar 2, 2017

$648M

$71.4M

n/a

2015

Mar 15, 2016

$613M

$72.0M

n/a

2014

Mar 31, 2015

$627M

$69.9M

n/a

2013

Mar 18, 2014

$605M

$15.0M

n/a

2012

Mar 28, 2013

$524M

n/a

2011

Mar 30, 2012

$440M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

19.1%

$899M

16.8%