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SENDERO WEALTH MANAGEMENT, LLC
CRD 145594 · SEC 801-68572
250 W. NOTTINGHAM, SUITE 300, SAN ANTONIO, TX, 78209, United States
Phone
210-805-0171
Fax
210-805-0577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.51B
Discretionary AUM
$2.22B
Team
41 total employees; 19 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $38.5M |
| High net worth individuals | 226 | $3.63B |
| Pension/profit sharing plans | 3 | $6.3M |
| Charitable organizations | 26 | $2.70B |
| State/municipal entities | 1 | $1.3M |
| Corporations/business entities | 8 | $131.6M |
States served
IL, LA, NM, TX, NH
All web addresses on file
- https://www.facebook.com/profile.php?id=61556632891519
- https://SENDERO.COM/SERVICES/FAMILY-FOUNDATIONS/
- https://SENDEROWEALTHMANAGEMENT.COM
- https://SENDERO.COM
- https://SENDERO.COM/SERVICES/WOMEN-AND-WEALTH
- https://SENDERO.COM/SERVICES/FAMILY-LEGACY/
- https://SENDERO.COM/SERVICES/INVESTMENT-MANAGEMENT/
- https://SENDERO.COM/SERVICES/FAMILY-OFFICE/
- HTTPS://TWITTER.COM/SENDEROWEALTH
- https://www.facebook.com/senderollc/
- https://www.instagram.com/sendero.llc/
- https://x.com/senderowealth
- https://www.youtube.com/@SenderoWealthManagement/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SENDEROWEALTHMANAGEMENT
- https://www.instagram.com/sendero.w.m?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==
Official SEC filing: View on IAPD