SAN ANTONIO, TXCRD 145594Latest ADV March 26, 2026
Sendero Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 26, 2026, reports $6.5B in regulatory assets under management, 41 employee, 2 offices, and 1,948 accounts.
Assets Under Management
$6.5B
Employees
41
Offices
2 offices
Total Clients
369
Primary office
SAN ANTONIO, TX
250 W. NOTTINGHAM, SUITE 300, SAN ANTONIO, TX, United States
Top client segmentHNWI represent 61.2% of total clients.
Top client categories% of clientsClients
1
HNWI
61.2%
226
2
Individuals
28.5%
105
3
Charitable
7.0%
26
4
Corporations
2.2%
8
5
Pension Plans
0.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 26, 2026
Discretionary34.0%
$2.2B
34% of total RAUM34.0%
Non-discretionary66.0%
$4.3B
66% of total RAUM66.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.5B
Total Accounts1,948
10Y AUM Change+$5.7B (+663.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee9:1
10Y Employee Change+12 (+41.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.