Updated November 20, 2023
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Sendero Wealth Management, LLC

Investment Advisor Firm
Total assets under management$3.9B
Years in business16+

About Sendero Wealth Management, LLC

Sendero Wealth Management, LLC is a private wealth management firm that prides itself on being comprised of independent thought leaders. They offer unbiased advice and personalized investment strategies to help individuals responsibly protect, preserve, and grow their wealth. Their ultimate goal is to propel their clients' legacies forward for future generations.

What sets Sendero Wealth Management apart is its partner-led approach. The firm comprises strategists and global financial experts with diverse and complementary backgrounds. This diversity allows them to cater to clients' unique needs and preferences. With expertise spanning multiple generations, Sendero's team members bring a wide range of strengths and experiences, enabling them to create tailored solutions.

One notable aspect of Sendero Wealth Management is its position as one of central and south Texas's largest independent registered investment advisors (RIA). They have a significant history of serving institutions and multigenerational families in the region. Furthermore, the firm's long tenure with clients reflects high client retention rates, suggesting they have built strong relationships based on trust and satisfaction.

A significant value upheld by Sendero Wealth Management is intellectual honesty. They believe in using the exact same solutions for their clients as they do for themselves. By employing an institutional process across all clients, regardless of investment size or personal status, they ensure fairness and consistency in their approach.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Investment Strategies
  5. Wealth Protection
  6. Wealth Preservation
  7. Legacy Planning
  8. Investment Solutions

More about Sendero Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14559417

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