SENDERA WEALTH ADVISORS

Overview

Sendera Wealth Advisors is a small, independent registered investment adviser structured as an LLC and focused on individuals and families. The firm provides financial planning and discretionary portfolio management, operating primarily on a percentage-of-AUM and fixed-fee basis. Filings show a concentrated approach to manager allocation: the majority of client assets are held in public mutual funds and similar pooled vehicles, while the firm also uses third‑party real estate programs to add alternative exposure. Sendera is owner-operated rather than a multi-state or institutional capital allocator, and it does not position itself as an ESG or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices