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SENDERO WEALTH MANAGEMENT, LLC

dba SENDERO WEALTH MANAGEMENT, LLC · CRD 145594 · Registered Investment Adviser

SENDERO WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in SAN ANTONIO, TX. The firm reports $6,508,711,754 in regulatory assets under management across 1,948 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,216,134,789
Non-discretionary$4,292,576,965
Total RAUM$6,508,711,754
Accounts1,948

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 145594. adviserinfo.sec.gov/firm/summary/145594.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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