RIA Intel›Advisers›Texas›SENDERO WEALTH MANAGEMENT, LLC

SENDERO WEALTH MANAGEMENT, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$6.5B
1-Year AUM Growth
0.0%
3-Year CAGR
+22.9%
Employees
19
Assets Under Management
Total AUM$6.5B
Discretionary AUM$2.2B
Non-Discretionary AUM$4.3B
Discretionary %34%
Total Clients344
Team
Total Employees19
Investment Advisers41
Employee Growth (1Y)-17.6%
Filing History
Total Filings on Record53
First FilingNov 8, 2007
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 53 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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