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Building 2SENDERO WEALTH MANAGEMENT, LLC

Map pinSAN ANTONIO, TX
Phone210-805-0171
NotebookSEC #801-68572
Total AUM
$6.5B
Employees
41
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 W. NOTTINGHAM
SUITE 300
SAN ANTONIO
TX 78209
United States
Operating Hours
8:30 A.M. - 3:30 P.M. FRIDAY
8:30 A.M. TO 5:00 P.M. MONDAY - THURSDAY
Phone
210-805-0171
Other Offices
2

ReceiptFinancials

Total AUM
$6.5B
Accounts
1,948
Discretionary
$2.2B
Accounts
1,314
Non-Discretionary
$4.3B
Accounts
634

ContactClients

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Individual Clients
105
AUM
$38.5M
HNW Individual Clients
226
AUM
$3.6B
Pension/Profit Sharing Plan Clients
3
AUM
$6.3M
Charitable Organization Clients
26
AUM
$2.7B
Government Entity Clients
1
AUM
$1.3M
Corporation or Business Clients
8
AUM
$131.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLANHNMTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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