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SANDERSON WEALTH MANAGEMENT LLC

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Company Details

Name: SANDERSON WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Aug 2001 (24 years ago)
Entity Number: 2669114
ZIP code: 14202
County: Erie
Place of Formation: New York
Address: 50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, United States, 14202

DOS Process Agent

Name Role Address
SANDERSON WEALTH MANAGEMENT LLC DOS Process Agent 50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, United States, 14202

Form 5500 Series

Employer Identification Number (EIN):
161605380
Plan Year:
2023
Number Of Participants:
26
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
19
Sponsors Telephone Number:

History

Start date End date Type Value
2003-07-31 2025-04-28 Address 50 FOUNTAIN PLAZA SUITE 750, BUFFALO, NY, 14202, USA (Type of address: Service of Process)
2001-08-09 2003-07-31 Address 27 BURNING BUSH WAY, ORCHARD PARK, NY, 14127, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250428002466 2025-04-28 BIENNIAL STATEMENT 2025-04-28
210803001148 2021-08-03 BIENNIAL STATEMENT 2021-08-03
200211000613 2020-02-11 CERTIFICATE OF AMENDMENT 2020-02-11
130820006294 2013-08-20 BIENNIAL STATEMENT 2013-08-01
110913002480 2011-09-13 BIENNIAL STATEMENT 2011-08-01

USAspending Awards / Financial Assistance

Date:
2020-04-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
378980.00
Total Face Value Of Loan:
378980.00

Trademarks Section

Serial Number:
85800001
Mark:
WE TAKE BUSINESS, PERSONALLY.
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2012-12-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WE TAKE BUSINESS, PERSONALLY.

Goods And Services

For:
Investment advisory services; Financial services, namely, wealth management services; Estate planning; Financial planning for retirement; Tax advisory and payment processing services
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
378980
Current Approval Amount:
378980
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
383081.29

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State