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Sendero Wealth Management, LLC CRD 145594
$6.51B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sendero Securities, Llc | San Antonio | TX | 10/2012 | 03/2024 |
| Sendero Wealth Management, Llc | San Antonio | TX | 10/2012 | 03/2024 |
| Capital Creek Partners | Austin | TX | 03/2024 | 04/2025 |
| Sendero Wealth Management, Llc | San Antonio | TX | 04/2025 | Present |
| Sendero Securities | San Antonio | TX | 04/2025 | 06/2025 |
| Sendero Securities | San Antonio | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-21 |
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