Sendero Wealth Management, Llc
- Regulatory AUM
- $6.5B
- Discretionary
- $2.2B
- Clients
- 369
- Avg AUM / client
- $17.6M
- Accounts
- 1,948
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $38.5M | 0.59% |
| High net worth individuals | 226 | $3.6B | 55.8% |
| Pension and profit sharing plans | 3 | $6.3M | 0.1% |
| Charitable organizations | 26 | $2.7B | 41.5% |
| State or municipal government entities | 1 | $1.3M | 0.02% |
| Corporations and other businesses | 8 | $132M | 2.02% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Methodist Healthcare Ministries Of South Texas Inc EIN 741287016 | San Antonio, TX | 12/31/2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Rogers Mcmillian | Chairman | CFP | May 2007 (19y) | Less than 5% |
| Elizabeth Flavin Crawford | Chief Executive Officer | May 2012 (14y) | Less than 5% | |
| Edward Austin Hart | President | Jun 2012 (14y) | Less than 5% | |
| Craig, Kristina, Guder | Cfo, Coo | Mar 2022 (4y) | Less than 5% | |
| Julie K Gerron | Chief Compliance Officer | CFA | Apr 2023 (3y) | Less than 5% |
| Frederick Warren Middleton | Registered representative | Dec 2007 (19y) | ||
| Tara Danette Maxwell | Registered representative | Jan 2008 (19y) | ||
| Amaury J De Barros Conti | Registered representative | Aug 2012 (14y) | ||
| Elizabeth Anne Buckthal Chilton | Registered representative | CFA | Dec 2014 (12y) | |
| Richard Tyler Davies | Registered representative | Jul 2015 (11y) | ||
| Ariel Palomo | Registered representative | Apr 2019 (7y) | ||
| Rodrigo Lopez Carrillo | Registered representative | Jun 2019 (7y) | ||
| Gregory Edward Muenster | Registered representative | Dec 2020 (6y) | ||
| Lee Anne Przybyla | Registered representative | CFP | Jan 2024 (3y) | |
| Stephen Foster Bell | Registered representative | Feb 2024 (2y) | ||
| Eric Michael Gallardo | Registered representative | Apr 2024 (2y) | ||
| Jared Lynn Hunt | Registered representative | Apr 2024 (2y) | ||
| George Harry Watson | Registered representative | Apr 2025 (1y) | ||
| Jake Tyler Carlyle | Registered representative | May 2025 (1y) | ||
| Edwin Charles Kreusel | Registered representative | CFA | Jul 2025 (1y) | |
| Thomas Olan Yager | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Laura Frances Cantu | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sendero Partners, Llc | Sole Member | Aug 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Methodist Healthcare Ministries Of South Texas Inc | Public charity | $2.2B | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $4.5B (69% of AUM) Mar 2026
- Bofa Securities, Inc. $751M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗