| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Austin Hart Control | President | Under 5% | 2017 |
| Elizabeth Flavin Crawford Control | Chief Executive Officer | Under 5% | 2017 |
| Julie K Gerron Control | Chief Compliance Officer | Under 5% | 2023 |
Sendero Wealth Management, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
Sendero Wealth Management, LLC reports 42 employees.
Sendero Wealth Management, LLC is based in San Antonio, TX and has been SEC-registered since 2007.
Sendero Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.92B |
| Non-discretionary | $3.9B |
| Total (RAUM) | $5.82B |