Key facts
- Status: Privately Held (no backing).
Leadership
- John GulloChief Investment Officer, Chief Operating Officer & Member of the Investment Committee
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- ·The full record, as it builds
Funding rounds
No funding rounds for Sanderson Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Sanderson Wealth Management
Provider of personalized wealth management services to high-net-worth individuals and families. The financial advisory firm offers investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, and tax consulting. The team of experienced professionals provides tailored service and multidisciplinary expertise.
- Sector
- Financial Services
- HQ
- Buffalo, NY, United States
- Employees
- 21
- Website
- sandersonllc.com/
- Ownership
- Privately Held (no backing)
Sanderson Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Sanderson Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Sanderson Wealth Management in its N-PORT filings yet. We sweep new filings monthly.