Sendero Wealth Management, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 145594
- Registered since
- November 30, 2007
- Website
- sendero.com
- Custodians
- PERSHING LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.82%
- Charitable Organizations41.45%
- Corporations / Businesses2.02%
- Individuals0.59%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sendero Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2007 and operates as a limited liability company. The firm serves individuals, families and institutional clients and bills for advice through percentage-of-AUM and fixed-fee arrangements. Sendero positions itself as a capital allocator and provides financial planning, portfolio management for both individuals and businesses, selection of third‑party advisers, and educational workshops. It maintains a broker‑dealer affiliation and does not present itself as an ESG-focused investor. Public rankings include placement on the Financial Times’ Top 300 RIA Firms list in 2020 and recognition from Forbes in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds35%
- Private Funds11%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Elizabeth Crawford
PARTNER & CHIEF EXECUTIVE OFFICERCRD 3235803
Ian Sale
President and Chief Operating OfficerCRD 8242960
Kristina Craig
Chief Financial Officer and Chief Operating OfficerCRD 6768439
Contacts
3 of 20
Jared Hunt
Portfolio ManagerCRD 6552818
Julie Gerron
General CounselCRD 4525156
Gregory Muenster
Senior AdvisorCRD 1061479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$530M in ETFs
64%
$338M
31%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $215M | 581,408 | 40.62% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 250 W Nottingham Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Frost Investment Advisors, LLC
RIASan Antonio, TX
S.B. Value Partners, L.P.
RIASan Antonio, TX
Alamo Advisors, LP
RIASan Antonio, TX
Frost Investment Services
RIASan Antonio, TX
1900 Wealth
RIASan Antonio, TX
Titleist Asset Management, LLC
RIASan Antonio, TX