SENDERO WEALTH MANAGEMENT, LLC

SAN ANTONIO, Texas·9 registered advisors·CRD# 145594
SEC# 801-685723210-805-0171
01

Firm Overview

AUM
$5.2B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SENDERO WEALTH MANAGEMENT, LLC

9 registered advisors
Edward Austin Hart
SAN ANTONIO, Texas
Elizabeth Flavin Crawford
SAN ANTONIO, Texas
Frederick Warren Middleton
SAN ANTONIO, Texas
Julie K Gerron
SAN ANTONIO, Texas
CFA
Lisa Gayle Kahn-Smith
SAN ANTONIO, Texas
Lori Kaye Darchicourt
SAN ANTONIO, Texas
Scott Rogers Mcmillian
SAN ANTONIO, Texas
CFP
Tara Danette Maxwell
SAN ANTONIO, Texas
Thomas Andrew Carter
SAN ANTONIO, Texas
CFA
05

Office Locations

SAN ANTONIO, Texas
9 advisors

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Data sourced from SEC Form ADV filings. SENDERO WEALTH MANAGEMENT, LLC (CRD# 145594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.