Sendero Wealth Management, LLC
Sendero Wealth Management, LLC (CRD# 145594) is a financial advisory firm headquartered in San Antonio, TX. They manage $5,218,567,363 in 1,757 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management5,219MILLION
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Total Number of Accounts1,757ACCOUNTS
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Average Account Value$2,970,158
- 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, NH, NM, TX
Brenda Allen (CRD# 1246615) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 30 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 9 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 12 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 23 years of experience in the finance industry.
Amaury De Barros Conti (CRD# 2817975) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 27 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 24 years of experience in the finance industry.
Jared Hunt (CRD# 6552818) 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.
Rodrigo Lopez Carrillo (CRD# 6635730) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 6 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 25 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 29 years of experience in the finance industry.