Sendero Wealth Management LLC
Legal Name: SENDERO WEALTH MANAGEMENT, LLC
Full Contact Details
Sendero Wealth Management LLC
250 W. NOTTINGHAM, SUITE 300, SAN ANTONIO, TX
210-805-0171
210-805-0577
Other Info
Sendero Wealth Management LLC, a Texas-based limited liability company, operates with 28 employees all serving as advisors. Although the number of clients serviced by the firm is unknown, its SEC status is listed as Approved, with a registration date of Nov 30, 2007.
Sendero Wealth Management Homepage | Sendero Wealth Management
Trust. Honor. Respect. Service. Family. With these five simple words, Sendero Wealth Management was created to serve multi-generational families, entreprene ...
Sendero Wealth Management Homepage | Sendero Wealth Management
Trust. Honor. Respect. Service. Family. With these five simple words, Sendero Wealth Management was created to serve multi-generational families, entreprene ...
Family Legacy | Sendero Wealth Management
Family Legacy Preserving wealth and preparing future generations. You are likely familiar with the proverb “shirtsleeves-to-shirtsleeves in three generation ...
Family Office | Sendero Wealth Management
Family Office Complexity. Made Simple. Preserving, managing and distributing wealth over time and across the family is a complex environment. We examine the ...
Sendero Wealth Management Homepage | Sendero Wealth Management
Trust. Honor. Respect. Service. Family. With these five simple words, Sendero Wealth Management was created to serve multi-generational families, entreprene ...
Investment Management | Sendero Wealth Management
Investment Management Wealth. Well-Managed. Managing wealth effectively involves expertise, knowledge, communication and consistency. Our commitment begins ...
Family Foundations | Sendero Wealth Management
Family Foundations Personalized approach for a meaningful difference. Making a positive impact on the causes and organizations you cherish the most starts w ...
Family Office | Sendero Wealth Management
Family Office Complexity. Made Simple. Preserving, managing and distributing wealth over time and across the family is a complex environment. We examine the ...
Investment Management | Sendero Wealth Management
Investment Management Wealth. Well-Managed. Managing wealth effectively involves expertise, knowledge, communication and consistency. Our commitment begins ...
Family Foundations | Sendero Wealth Management
Family Foundations Personalized approach for a meaningful difference. Making a positive impact on the causes and organizations you cherish the most starts w ...
Direct Owners
-
EDWARD AUSTIN HART
PRESIDENT owns less than 5%
-
ELIZABETH FLAVIN CRAWFORD
CHIEF EXECUTIVE OFFICER owns less than 5%
-
FREDERICK WARREN MIDDLETON
CHAIRMAN - EMERITUS owns less than 5%
-
JULIE JOHNSON LEWIS
VICE PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%
-
LISA GAYLE KAHN-SMITH
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SCOTT ROGERS MCMILLIAN
CHAIRMAN owns less than 5%
-
SENDERO PARTNERS, LLC
SOLE MEMBER owns 75% or more