SENDERO WEALTH MANAGEMENT, LLC
CRD #145594 SEC #801-68572 SAN ANTONIO, TX 210-805-0171
SEC Registered
Total AUM
$5.8B
Discretionary
$1.9B
Employees
42
Clients
51
Accounts
1,842
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5.8B | $1.9B | $3.9B | 42 | 2 |
| Jul 2025 | $5.8B | $1.9B | $3.9B | 42 | 2 |
| Mar 2025 | $5.8B | $1.9B | $3.9B | 42 | 2 |
| Dec 2024 | $5.2B | $1.1B | $4.1B | 36 | 2 |
| Nov 2024 | $5.2B | $1.1B | $4.1B | 36 | 2 |
| Apr 2024 | $5.2B | $1.1B | $4.1B | 36 | 2 |
| Mar 2024 | $5.2B | $1.1B | $4.1B | 36 | 2 |
| May 2023 | $3.9B | $837.5M | $3.1B | 37 | 0 |
| Mar 2023 | $3.9B | $837.5M | $3.1B | 32 | 0 |
| Dec 2022 | $4.3B | $109.3M | $4.2B | 30 | 0 |
| Nov 2022 | $4.3B | $109.3M | $4.2B | 30 | 0 |
| Mar 2022 | $4.3B | $109.3M | $4.2B | 30 | 0 |
| Apr 2021 | $2.5B | $345.7M | $2.1B | 29 | 0 |
| Mar 2021 | $2.5B | $382.7M | $2.1B | 29 | 0 |
| Sep 2020 | $2.1B | $261.9M | $1.8B | 31 | 0 |
| Jul 2020 | $2.1B | $261.9M | $1.8B | 31 | 0 |
| Jun 2020 | $2.1B | $261.9M | $1.8B | 31 | 0 |
| May 2020 | $2.1B | $261.9M | $1.8B | 31 | 0 |
| Mar 2020 | $2.1B | $261.9M | $1.8B | 31 | 0 |
| Feb 2020 | $1.5B | $120.2M | $1.4B | 28 | 0 |
| Apr 2019 | $1.5B | $120.2M | $1.4B | 28 | 0 |
| Mar 2019 | $1.5B | $120.2M | $1.4B | 28 | 0 |
| Mar 2018 | $1.2B | $5.1M | $1.2B | 30 | 0 |
| Feb 2018 | $852M | $0 | $852M | 29 | 0 |
| Dec 2017 | $852M | $0 | $852M | 29 | 0 |
| Sep 2017 | $852M | $0 | $852M | 29 | 300 |
| Apr 2017 | $852M | $0 | $852M | 29 | 300 |
| Mar 2017 | $852M | $0 | $852M | 29 | 300 |
| Nov 2016 | $1B | $0 | $1B | 29 | 300 |
| Nov 2016 | $1B | $0 | $1B | 29 | 300 |
| Nov 2016 | $1B | $0 | $1B | 29 | 300 |
| Jul 2016 | $1B | $0 | $1B | 29 | 300 |
| Mar 2016 | $1B | $0 | $1B | 29 | 300 |
| Dec 2015 | $915.6M | $0 | $915.6M | 29 | 300 |
| Mar 2015 | $800.4M | $0 | $800.4M | 34 | 300 |
| Nov 2014 | $650.9M | $0 | $650.9M | 32 | 300 |
| Mar 2014 | $650.9M | $0 | $650.9M | 32 | 300 |
| Jul 2013 | $789.1M | $0 | $789.1M | 27 | 200 |
| Mar 2013 | $789.1M | $0 | $789.1M | 27 | 200 |
| Feb 2013 | $1.8B | $0 | $1.8B | 22 | 26 |
| May 2012 | $1.8B | $0 | $1.8B | 6 | 26 |
| Mar 2012 | $1.8B | $0 | $1.8B | 6 | 26 |
| May 2011 | $762.3M | $0 | $762.3M | 10 | -- |
| Mar 2011 | $762.3M | $0 | $762.3M | 10 | -- |
| Mar 2011 | $762.3M | $0 | $762.3M | 10 | -- |
| Nov 2010 | $1.6B | $0 | $1.6B | 10 | -- |
| Sep 2010 | $1.6B | $0 | $1.6B | 10 | -- |
| Feb 2009 | $1.5B | $0 | $1.5B | -- | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$5.8B
Discretionary$1.9B
Non-Disc.$3.9B
Employees42
Clients2
DateJul 2025
Total AUM$5.8B
Discretionary$1.9B
Non-Disc.$3.9B
Employees42
Clients2
DateMar 2025
Total AUM$5.8B
Discretionary$1.9B
Non-Disc.$3.9B
Employees42
Clients2
DateDec 2024
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees36
Clients2
DateNov 2024
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees36
Clients2
DateApr 2024
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees36
Clients2
DateMar 2024
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees36
Clients2
DateMay 2023
Total AUM$3.9B
Discretionary$837.5M
Non-Disc.$3.1B
Employees37
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$837.5M
Non-Disc.$3.1B
Employees32
Clients0
DateDec 2022
Total AUM$4.3B
Discretionary$109.3M
Non-Disc.$4.2B
Employees30
Clients0
DateNov 2022
Total AUM$4.3B
Discretionary$109.3M
Non-Disc.$4.2B
Employees30
Clients0
DateMar 2022
Total AUM$4.3B
Discretionary$109.3M
Non-Disc.$4.2B
Employees30
Clients0
DateApr 2021
Total AUM$2.5B
Discretionary$345.7M
Non-Disc.$2.1B
Employees29
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$382.7M
Non-Disc.$2.1B
Employees29
Clients0
DateSep 2020
Total AUM$2.1B
Discretionary$261.9M
Non-Disc.$1.8B
Employees31
Clients0
DateJul 2020
Total AUM$2.1B
Discretionary$261.9M
Non-Disc.$1.8B
Employees31
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$261.9M
Non-Disc.$1.8B
Employees31
Clients0
DateMay 2020
Total AUM$2.1B
Discretionary$261.9M
Non-Disc.$1.8B
Employees31
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$261.9M
Non-Disc.$1.8B
Employees31
Clients0
DateFeb 2020
Total AUM$1.5B
Discretionary$120.2M
Non-Disc.$1.4B
Employees28
Clients0
DateApr 2019
Total AUM$1.5B
Discretionary$120.2M
Non-Disc.$1.4B
Employees28
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$120.2M
Non-Disc.$1.4B
Employees28
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$5.1M
Non-Disc.$1.2B
Employees30
Clients0
DateFeb 2018
Total AUM$852M
Discretionary$0
Non-Disc.$852M
Employees29
Clients0
DateDec 2017
Total AUM$852M
Discretionary$0
Non-Disc.$852M
Employees29
Clients0
DateSep 2017
Total AUM$852M
Discretionary$0
Non-Disc.$852M
Employees29
Clients300
DateApr 2017
Total AUM$852M
Discretionary$0
Non-Disc.$852M
Employees29
Clients300
DateMar 2017
Total AUM$852M
Discretionary$0
Non-Disc.$852M
Employees29
Clients300
DateNov 2016
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees29
Clients300
DateNov 2016
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees29
Clients300
DateNov 2016
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees29
Clients300
DateJul 2016
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees29
Clients300
DateMar 2016
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees29
Clients300
DateDec 2015
Total AUM$915.6M
Discretionary$0
Non-Disc.$915.6M
Employees29
Clients300
DateMar 2015
Total AUM$800.4M
Discretionary$0
Non-Disc.$800.4M
Employees34
Clients300
DateNov 2014
Total AUM$650.9M
Discretionary$0
Non-Disc.$650.9M
Employees32
Clients300
DateMar 2014
Total AUM$650.9M
Discretionary$0
Non-Disc.$650.9M
Employees32
Clients300
DateJul 2013
Total AUM$789.1M
Discretionary$0
Non-Disc.$789.1M
Employees27
Clients200
DateMar 2013
Total AUM$789.1M
Discretionary$0
Non-Disc.$789.1M
Employees27
Clients200
DateFeb 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees22
Clients26
DateMay 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateMar 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateMay 2011
Total AUM$762.3M
Discretionary$0
Non-Disc.$762.3M
Employees10
Clients--
DateMar 2011
Total AUM$762.3M
Discretionary$0
Non-Disc.$762.3M
Employees10
Clients--
DateMar 2011
Total AUM$762.3M
Discretionary$0
Non-Disc.$762.3M
Employees10
Clients--
DateNov 2010
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees10
Clients--
DateSep 2010
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees10
Clients--
DateFeb 2009
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--