Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2007-12-05 |
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 Wealth Management, Llc | San Antonio | TX | 12/2007 | 08/2020 |
| Sendero Securities, Llc | San Antonio | TX | 07/2008 | 09/2017 |
| Sendero Securities, Llc | San Antonio | TX | 09/2017 | 08/2020 |
| Sendero Securities, Llc | San Antonio | TX | 08/2020 | Present |
| Sendero Wealth Management, Llc | San Antonio | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-30 |
Reach out to this advisor