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Sendero Wealth Management

EST. AUM
$5,823,154,458

CONTACTS
7

CLIENT ACCOUNTS
1,842

Firm Details

Metro area San Antonio
CRD Number 145594
Website sendero.com
Client types

Overview

Sendero Wealth Management is a privately held, partner-led advisory firm based in San Antonio, Texas, providing comprehensive wealth management, family office, and investment services to high-net-worth individuals and families. The firm utilizes an open-architecture investment approach, combining traditional and alternative strategies to meet client objectives. Sendero does invest with outside fund managers as part of its diversified portfolio construction process and is planning to invest in funds within the next 12 months to pursue new opportunities aligned with client goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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