Sendero Wealth Management, LLC
Sendero Wealth Management, LLC (CRD# 145594) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,926,223,849 in 1,517 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management3,926MILLION
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Total Number of Accounts1,517ACCOUNTS
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Average Account Value$2,588,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
LA, TX
Brenda Allen (CRD# 1246615) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 29 years of experience in the finance industry.
Elizabeth Buckthal Chilton (CRD# 6420818) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 8 years of experience in the finance industry.
Elizabeth Crawford (CRD# 3235803) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.
Richard Davies (CRD# 4242332) 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.
Franklin Davis (CRD# 6577773) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 7 years of experience in the finance industry. Franklin Davis 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.
Amaury De Barros Conti (CRD# 2817975) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 26 years of experience in the finance industry.
Edward Hart (CRD# 2215591) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
Rodrigo Lopez Carrillo (CRD# 6635730) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.
Tara Maxwell (CRD# 3008045) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Scott McMillian (CRD# 2593578) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 28 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.