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| Sendero Wealth Management LLC
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|---|---|
| CRD # | 145594 |
| SEC # | 801-68572 |
| CIK # | 0001639375 |
| AUM | 6,508.7 M (2026-03-26) |
| Employees | 41 (46% Investors, 32% 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 | 29.9 | ||
| Alphabet Inc | 23.7 | ||
| Microsoft Corp | 20.6 | ||
| Amazon Com Inc | 17.6 | ||
| Broadcom Inc | 14.2 | ||
| Salesforce Com Inc | 10.0 | ||
| Facebook Inc | 9.3 | ||
| Conocophillips | 9.3 | ||
| Intercontinentalexchange Group Inc | 8.8 | ||
| Dr Pepper Snapple Group Inc | 8.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 0.0 |
| (b) Individuals (high net worth individuals) | 226 | 3.6 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 26 | 2.7 |
| (i) State or municipal government entities | 1 | 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 | 8 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,948 | 6.5 |
| By Discretionary | ||
| Discretionary | 1,314 | 2.2 |
| Non-Discretionary | 634 | 4.3 |
| Total | 1,948 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 1,948 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001639375] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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