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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sendero Wealth Management LLC
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| CRD # | 145594 |
| SEC # | 801-68572 |
| CIK # | 0001639375 |
| AUM | $5.8 B (2025-07-22) |
| Employees | 42 (43% Investors, 29% Brokers) |
| Phone | 210-805-0171 |
| Address | 250 W Nottingham San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.2 | ||
| Microsoft Corp | 24.0 | ||
| Amazon Com Inc | 22.9 | ||
| Alphabet Inc | 20.6 | ||
| Facebook Inc | 16.7 | ||
| Arista Networks Inc | 14.0 | ||
| Capital One Financial Corp | 10.4 | ||
| Conocophillips | 10.3 | ||
| Intuit Inc | 10.2 | ||
| First Citizens Bancshares Inc /DE/ | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 0.0 |
| (b) Individuals (high net worth individuals) | 209 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 25 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,842 | 5.8 |
| By Discretionary | ||
| Discretionary | 1,172 | 1.9 |
| Non-Discretionary | 670 | 3.9 |
| Total | 1,842 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 1,842 | 5.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001639375] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richmond Capital Management Inc
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|
VA | 6.1 |
|
Andersen Tax LLC
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|
VA | 6.1 |
|
GYL Financial Synergies LLC
✚
|
CT | 6.1 |
|
Ethic Inc
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|
NY | 5.9 |
|
Cambridge Associates Limited LLC
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|
MA | 5.8 |
|
Wedbush Securities Inc
✚
|
CA | 5.7 |
|
Signature Investment Advisors LLC
✚
|
CA | 5.7 |
|
Sigma Planning Corporation
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|
MI | 5.7 |
|
Geneos Wealth Management Inc
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|
CO | 5.6 |
|
Frontier Asset Management LLC
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|
WY | 5.3 |