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Julie K Gerron

Chief Compliance OfficerSendero Wealth Management, LLCCRD 4525156

About Julie K Gerron

Julie K Gerron is listed as Chief Compliance Officer at Sendero Wealth Management, LLC in San Antonio, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Sendero Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie K Gerron work?

Julie K Gerron is listed as Chief Compliance Officer at Sendero Wealth Management, LLC on SEC Form ADV.

How much of Sendero Wealth Management, LLC does Julie K Gerron own?

Form ADV reports a beneficial ownership band of Under 5%.

Sendero Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023