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
Frederick Middleton (CRD# 333839) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 36 years of experience in the finance industry.
Gregory Muenster (CRD# 1061479) 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.
Ariel Palomo (CRD# 4900968) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.
Julie Gerron (CRD# 4525156) 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.
Austin Sanders (CRD# 7605868) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.
Todd Wnuk (CRD# 2635424) 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.