Sendera Wealth Advisors
Firm details
- Headquarters
- Richardson, Texas
- CRD number
- 333652
- Website
- www.senderawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.52%
- Individuals25.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sendera Wealth Advisors is an independent, individual-owned RIA that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes both a percentage-of-assets arrangement and fixed fees. According to the available information, Sendera is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents22%
- Exchange Traded Equities6%
Contacts
1 of 1
Shaun Dowling
Director of Wealth ManagementCRD 5495420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richardson, TX
Dallas
Location
Richardson, TX
Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3400 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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