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).

By the Numbers
  • Total Assets Under Management
    5,219
    MILLION
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $2,970,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NH, NM, TX

Financial Advisors at Sendero Wealth Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Brenda D. Allen
CRD#: 1246615
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

2
Elizabeth A. Buckthal Chilton
CRD#: 6420818
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

3
Elizabeth F. Crawford
CRD#: 3235803
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

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

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.

5
Franklin C. Davis
CRD#: 6577773
250 W. Nottingham, Suite 300, San Antonio, TX 78209

Franklin Davis (CRD# 6577773) 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.

6
Amaury J. De Barros Conti
CRD#: 2817975
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

7
Edward A. Hart
CRD#: 2215591
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

8
Rodrigo Lopez Carrillo
CRD#: 6635730
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

9
Tara D. Maxwell
CRD#: 3008045
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

10
Scott R. McMillian
CRD#: 2593578
250 W. Nottingham, Suite 300, San Antonio, TX 78209

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.

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