Unclaimed Profile

Tara Danette Maxwell

SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 4, Series 7, Series 63, Series 65, Series 99TOClean record26 years registeredSENDERO WEALTH MANAGEMENT, LLC

250 W. NOTTINGHAM, SAN ANTONIO, TX 78209CRD# 3008045Firm CRD# 145594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tara Danette Maxwell · SAN ANTONIO, TX

Registration

CRD #3008045 · SENDERO WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SENDERO WEALTH MANAGEMENT, LLC

Jan 2008 – present

REDSTONE CONSULTING LLC

Mar 2000 – Jan 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · March 28, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENDERO WEALTH MANAGEMENT, LLC

CRD 145594 · SEC 801-68572

AUM

$5.2B

Regulatory assets under management

Employees

1,757 client accounts

Services offered by SENDERO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SENDERO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tara Danette Maxwell offer?

Tara Danette Maxwell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Tara Danette Maxwell's credentials?

Tara Danette Maxwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tara Danette Maxwell located?

Tara Danette Maxwell is based in SAN ANTONIO, Texas, working with SENDERO WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Tara Danette Maxwell charge for services?

Tara Danette Maxwell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENDERO WEALTH MANAGEMENT, LLC?

SENDERO WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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