Sendero Wealth Management, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 145594
- Registered since
- November 30, 2007
- Website
- sendero.com
- Custodians
- PERSHING LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.82%
- Charitable Organizations41.45%
- Corporations / Businesses2.02%
- Individuals0.59%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sendero Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and educational workshops. Sendero is SEC-registered (registration year 2007) and charges clients via a combination of AUM-based fees and fixed fees. It identifies as a non-ESG active investor and maintains a broker-dealer industry affiliation. Sendero has appeared on several industry lists, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ RIA rankings in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds35%
- Private Funds11%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Elizabeth Crawford
PARTNER & CHIEF EXECUTIVE OFFICERCRD 3235803
Kristina Craig
Chief Financial Officer and Chief Operating OfficerCRD 6768439
Ian Sale
President and Chief Operating OfficerCRD 8242960
Contacts
3 of 20
Lee Przybyla
Senior Portfolio ManagerCRD 4344256
Richard Davies
PartnerCRD 4242332
Eric Gallardo
Institutional Portfolio ManagerCRD 6773608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$535M in ETFs
67%
$357M
33%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $219M | 584,092 | 40.85% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 250 W Nottingham Dr
- Time zone
- CT (UTC-6)
- Office locations
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