Investment adviser · CRD 145594
SENDERO WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $6.51B Form ADV · Item 5.F
- Client accounts
- 1,948 Accounts, not individual clients
- Employees
- 41 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 226 | $3,633,202,215 | 55.8% |
| Charities | 26 | $2,697,872,695 | 41.5% |
| Corporations & businesses | 8 | $131,561,775 | 2.0% |
| Individuals | 105 | $38,467,838 | 0.6% |
| Retirement plans | Fewer than 5 | $6,293,468 | 0.1% |
| Government entities | Fewer than 5 | $1,313,763 | 0.0% |
Filing source
Form ADV 2083327 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
250 W. NOTTINGHAM, SUITE 300SAN ANTONIO, TX, 78209, United States
CRD 145594
Filing source
Form ADV 2083327 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.