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SENDERO WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX · CRD 145594 · IAPD ↗ · 210-805-0171

$6.51BRegulatory AUM
19Advisory reps
41Employees
1Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2025 — SENDERO WEALTH MANAGEMENT, LLC changed its website from sendero.com to senderowealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
74
April 2025 — SENDERO WEALTH MANAGEMENT, LLC grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2024 — SENDERO WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — SENDERO WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — SENDERO WEALTH MANAGEMENT, LLC notice-filed in NH, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SENDERO WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — SENDERO WEALTH MANAGEMENT, LLC reported RAUM up 33% ($3.93B -> $5.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.