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Sendero Wealth Management LLC

Family Office Texas, United States ·Founded 2008

Overview

Sendero Wealth Management LLC is a private wealth management firm based in San Antonio, Texas. The firm specializes in providing comprehensive financial planning and investment services to high-net-worth individuals and families, focusing on preserving and growing their wealth through personalized strategies. Established in 2008, Sendero offers a range of services including investment management, family office solutions, estate planning, and philanthropic guidance. The firm employs a partner-led approach, ensuring individualized attention and a consistent process from a team with extensive global investing experience. With a commitment to fiduciary responsibility, Sendero has managed assets exceeding $4.4 billion as of June 2021. The firm's growth is attributed to its dedication to client-centric solutions and its ability to adapt to the evolving needs of its clientele.

Investment Focus

Minimum investable assets of $1 million

Portfolio Companies

AppleMicrosoftAmazonFacebookSpaceXAirbnbStripeRobinhoodUberGoogleSamsungTeslaDoorDashLyftDocuSignSnapPinterestNetflixZoom Video CommunicationsPalantir

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Frequently asked questions about Sendero Wealth Management LLC

What sectors does Sendero Wealth Management LLC invest in?

Sendero Wealth Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Texas, United States. Sendero Wealth Management LLC is listed as a family office in the ConnectSafely investor database.