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SENDERO WEALTH MANAGEMENT, LLC

250 W. Nottingham
Suite 300
San Antonio, Texas 78209
Tel: 210-805-0171

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About SENDERO WEALTH MANAGEMENT, LLC

SENDERO WEALTH MANAGEMENT, LLC, formally registered with the SEC as SENDERO WEALTH MANAGEMENT, LLC. The firm was established in 11/30/2007. They have over 4 offices throughout the country.

SENDERO WEALTH MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $5,218,567,363 assets under management, offering retirement planning & investment advisory services to 1757 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145594
SEC#801-68572
Assets Managed by Firm$5,218,567,363
No. of Clients1757
No. of Advisors36

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1757$5,218,567,363
Individuals (other than high net worth individuals)105$32,117,545
High net worth individuals186$2,909,136,437
Pension and profit sharing plansFewer than 5 clients$3,471,260
Charitable organizations28$2,201,551,419
Corporations or other businesses6$72,290,702

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