firm profile
Sendero Wealth Management, LLC
Overview
Sendero Wealth Management, LLC is an SEC registered investment adviser based in San Antonio, TX, registered since 2007. It reports $6.5B in assets under management across 1,948 accounts, with 41 employees. It has 21 investment adviser representatives.
- Reported AUM
- $6.5B
- Discretionary
- 34%
- Accounts
- 1,948
- Average account
- $3.3M
- Employees
- 41
- Advisory reps
- 21
- Registered since
- 2007
- Jurisdictions
- 5
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 5
- Elizabeth Flavin Crawford Chief Executive Officer CRD 3235803
- Ian Robert Sale President, Chief Operating Officer CRD 8242960
- Edward Austin Hart Chairman CRD 2215591
2 more executive officers, with direct contact details
Advisory reps 3 of 21
- Stephen Foster Bell Insurance Agent · Investment Adviser Rep CRD 7709699
- Elizabeth Anne Buckthal Chilton Investment Adviser Rep CRD 6420818
- Laura Frances Cantu Investment Adviser Rep CRD 7020956
18 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 250 W Nottingham Dr Ste 300
San Antonio, TX 78209 - County
- Bexar
- Metro area
- San Antonio-New Braunfels, TX
- Region
- South
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: sendero.com/services/family-foundations
Every state, with registration dates
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