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- Custodian
- Bofa Securities · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 11, 2025 and March 26, 2026, reported AUM increased 11.8%, from $5.8B to $6.5B.
Across 5 reported observations, AUM increased 52.7% between December 6, 2022 and March 26, 2026, from $4.3B to $6.5B.
Of the latest reported AUM, 34.0% is discretionary and 66.0% is non-discretionary.
The firm reports 19 advisory representatives and 370 clients, or 19.5 clients per representative. That equates to $17.6M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Sendero Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Sendero Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 25 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
SMA allocation detail is available
Sendero Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sendero Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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