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- Custodian
- Bofa Securities · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2007
- Office Locations
- 2
Office Locations
About Sendero Wealth Management, LLC
Sendero Wealth Management is a San Antonio-based, partner-led RIA serving retail and institutional clients, including entrepreneurs. The team provides financial planning plus portfolio construction, asset allocation and risk management, with guidance on estate/legacy planning, charitable giving, retirement plans and business succession. Implementation spans ETFs, mutual funds and select private funds/alternatives, with custody options including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KRISTINA GUDER CRAIG
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
ELIZABETH FLAVIN CRAWFORD
Chief Executive Officer, Partner
- CRD
- #3235803
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Stephen Foster Bell
Associate Advisor
- CRD
- #7709699
ELIZABETH ANNE BUCKTHAL CHILTON
Investment Advisor
- CRD
- #6420818
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,216,134,789 | $1,686,556 |
| Non-Discretionary | $4,292,576,965 | $6,770,626 |
| Total | $6,508,711,754 | $3,341,228 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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