Data / Investment advisers / Texas / Sendero Wealth Management, LLC
Sendero Wealth Management, LLC, San Antonio, TX: $6.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sendero Wealth Management, LLC is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $6.5 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Sendero Wealth Management, LLC (CRD number 145594): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145594
- SEC file number
- 801-68572
- SEC status
- Approved, effective November 30, 2007
- Main office
- 250 W. Nottingham Suite 300, San Antonio, TX 78209
- Phone
- (210) 805-0171
- Regulatory AUM
- $6,508,711,754 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,216,134,789
- Non discretionary AUM
- $4,292,576,965
- Accounts
- 1,948
- Employees
- 41, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 226 | $3.63 billion |
| Charitable organizations | 26 | $2.70 billion |
| Corporations or other businesses | 8 | $131.6 million |
| Individuals (other than high net worth individuals) | 105 | $38.5 million |
| Pension and profit sharing plans | 3 | $6.3 million |
| State or municipal government entities | 1 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.51 billion | March 26, 2026 |
| December 1, 2025 | $5.82 billion | September 11, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Victory Capital Management Inc. | San Antonio | $282.71 billion | 20 | adviserinfo.sec.gov |
| Affinius Capital LLC | San Antonio | $30.44 billion | 94 | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | $5.36 billion | Not listed | adviserinfo.sec.gov |
| S.B. Value Partners, L.P. | San Antonio | $3.89 billion | 3 | adviserinfo.sec.gov |
| Alamo Advisors, LP | San Antonio | $3.87 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Services | San Antonio | $3.67 billion | Not listed | adviserinfo.sec.gov |
| 1900 Wealth | San Antonio | $3.07 billion | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Sendero Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.