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VENDERA MANAGEMENT HOLDINGS, LLC

DALLAS, TX · CRD 175116 · IAPD ↗ · venderaresources.com · 469-248-3079

$602.8MRegulatory AUM
10Advisory reps
28Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — VENDERA MANAGEMENT HOLDINGS, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — VENDERA MANAGEMENT HOLDINGS, LLC crossed $500M in regulatory AUM ($389.9M -> $663.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2025 — VENDERA MANAGEMENT HOLDINGS, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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