Sendero Wealth Management, LLC

Sendero Wealth Management, LLC (CRD# 145594) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,006,505,974 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,007
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $2,013,012
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sendero Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Thomas A. Carter
CRD#: 2007181
250 W. Nottingham, Suite 300, San Antonio, TX 78209
96
Wealthminder
score

Thomas Carter (CRD# 2007181) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 14 years of experience in the finance industry.

2
Scott R. McMillian
CRD#: 2593578
250 W. Nottingham, Suite 300, San Antonio, TX 78209
96
Wealthminder
score

Scott McMillian (CRD# 2593578) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 21 years of experience in the finance industry. Scott McMillian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brenda D. Allen
CRD#: 1246615
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Brenda Allen (CRD# 1246615) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.

4
Richard T. Davies
CRD#: 4242332
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Richard Davies (CRD# 4242332) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

5
Amaury J. De Barros Conti
CRD#: 2817975
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Amaury De Barros Conti (CRD# 2817975) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

6
Fred H. Falls
CRD#: 4376092
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Fred Falls (CRD# 4376092) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 17 years of experience in the finance industry.

7
Katharine K. Hall
CRD#: 2239862
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Katharine Hall (CRD# 2239862) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

8
Edward A. Hart
CRD#: 2215591
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Edward Hart (CRD# 2215591) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 17 years of experience in the finance industry.

9
Lisa G. Kahn-Smith
CRD#: 2427440
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Lisa Kahn-Smith (CRD# 2427440) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 21 years of experience in the finance industry.

10
Tara D. Maxwell
CRD#: 3008045
250 W. Nottingham, Suite 300, San Antonio, TX 78209
93
Wealthminder
score

Tara Maxwell (CRD# 3008045) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 17 years of experience in the finance industry.

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