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SENDERO WEALTH MANAGEMENT, LLC
CRD 145594File 801-68572
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.51B
Top 25% of cohort (national)
Discretionary AUM
$2.22B
Non-discretionary $4.29B
Clients
369
1,948 accounts
Employees
41
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 30, 2007
- Principal office
- 250 W. NOTTINGHAM, SUITE 300, SAN ANTONIO, TX, 78209
- Phone
- 210-805-0171
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.51B
- Discretionary AUM
- $2.22B
- Non-discretionary AUM
- $4.29B
- Discretionary accounts
- 1,314
- Non-discretionary accounts
- 634
- Total accounts
- 1,948
- AUM per client
- $17.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $131.6M |
| Charitable organizations | 26 | $2.70B |
| High net worth individuals | 226 | $3.63B |
| Pension and profit sharing plans | Fewer than 5 | $6.3M |
| State or municipal government entities | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 105 | $38.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.