A complete list of active advisors currently associated with Sendero Wealth Management, LLC

Warmer can help you find a great advisor at Sendero Wealth Management, LLC or one who fits your needs even better.

Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. Services described in the brochure include financial planning, aggregate reporting, family office and foundation management, and access to public and private investment opportunities, including alternative investments. The firm uses a structured Sendero Guidance Process and client-specific Investment Policy Statements to develop asset allocation and manager selection, employing an open-architecture mix of active and passive strategies and a deliberate due-diligence program for third-party managers. Sendero manages accounts on both discretionary and non-discretionary bases and reports approximately $6.5 billion in AUM as of year-end 2025, with about $4.3 billion characterized as non-discretionary—meaning a substantial portion of its assets are managed under an advisory (client-approval) model rather than full trading authority. Distinctive features noted in the brochure include a stated emphasis on complex, multi-generational wealth needs and a dedicated program addressing women’s wealth issues, deeper-than-average in-house experience with alternative strategies (including partners with hedge-fund backgrounds), and a legacy affiliation that facilitated placement activity for certain alternative investments through an affiliated broker-dealer. The firm also integrates third-party technology and reporting tools (including a FinLife Partners platform) and documents specific protocols for working with third-party managers and custodians, which may be relevant to clients who prefer more advisor-led guidance rather than delegated discretionary trading.

To learn more about the advisors currently working at Sendero Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.