SANDERSON WEALTH MANAGEMENT, LLC

Overview

Sanderson Wealth Management, LLC is an independent, fee-based registered investment adviser that manages portfolios for individuals, families and institutions. The firm leans heavily on pooled public funds as core building blocks while acting as a capital allocator to outside managers for more specialized strategies. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and businesses, pension consulting-type guidance and the selection of sub‑advisers when clients need specialist exposure. Investment preferences emphasize broad exposure through mutual funds and other public pooled vehicles for core equity and fixed income allocation, with selective use of separately managed accounts and third‑party managers for concentrated or tactical sleeves. The firm does not market itself as an active ESG investor; instead it appears to prioritize diversified, manager-driven exposures and use of external fund platforms where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices