SENDERO WEALTH MANAGEMENT, LLC

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

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 Status	Approved
Firm CRD#	145594
SEC#	801-68572
Assets Managed by Firm	$5,218,567,363
No. of Clients	1757
No. of Advisors	36

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 Clients	AUM
Firm Total	1757	$5,218,567,363
Individuals (other than high net worth individuals)	105	$32,117,545
High net worth individuals	186	$2,909,136,437
Pension and profit sharing plans	Fewer than 5 clients	$3,471,260
Charitable organizations	28	$2,201,551,419
Corporations or other businesses	6	$72,290,702

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