Sendero Wealth Management

Wealth ManagerSan Antonio, United States
$4.4B
Assets Under Management
San Antonio
Headquarters

About Sendero Wealth Management

Our firm was created to serve you. Whether your needs are investment related, philanthropic or lean more toward business consulting and succession planning, we have the expertise to guide you. Our reputation of delivering personal attention and outstanding service is embodied in our high-client retention.

Preferred Investment Types

PhilanthropyInvestment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

Conservative AllocationEquity SecuritiesETFsInvestment ManagementEquity/Mutual FundsOptions TradingCharitable InvestmentsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningFinanceTraditional Investments (Liquid Assets)Financial ServicesHigh-Level SectorsNon-Profit

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Sendero Wealth Management?

Sendero Wealth Management is a wealth manager based in San Antonio, United States, managing approximately $4.4B in assets.

Where is Sendero Wealth Management headquartered?

Sendero Wealth Management is headquartered in San Antonio, United States.

How much does Sendero Wealth Management manage?

Sendero Wealth Management manages approximately $4.4B in assets under management.

What does Sendero Wealth Management invest in?

Sendero Wealth Management focuses on Philanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, Conservative Allocation, Equity Securities, ETFs.

How can I contact Sendero Wealth Management?

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