Sendero Wealth Management, LLC
● SEC registered since 2007CRD 145594SEC# 801-68572San Antonio, TX
Reg. AUM
$6.51B
Employees
41
Accounts
1,948
Location
San Antonio, TX
Sendero Wealth Management, LLC assets under management
Sendero Wealth Management, LLC operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2007. It reports $6.5 billion in regulatory assets under management and employs 41 people.
Sendero Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Austin Hart Control | Chairman | Under 5% | 2017 |
| Elizabeth Flavin Crawford Control | Chief Executive Officer | Under 5% | 2017 |
| Ian Robert Sale Control | President And Coo | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sendero Wealth Management, LLC manage?
Sendero Wealth Management, LLC reports $6.5 billion in regulatory assets under management on its Form ADV.
How many employees does Sendero Wealth Management, LLC have?
Sendero Wealth Management, LLC reports 41 employees.
Where is Sendero Wealth Management, LLC located?
Sendero Wealth Management, LLC is based in San Antonio, TX and has been SEC-registered since 2007.
Does Sendero Wealth Management, LLC disclose fund performance?
Sendero Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 W. Nottingham, Suite 300, San Antonio, TX 78209 |
| Phone | 210-805-0171 |
| Fax | 210-805-0577 |
| Office hours | 8:30 a.m. - 3:30 p.m. Friday |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.51B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$6.51Bregulatory AUM
Discretionary $2.22BNon-discretionary $4.29B