SENDERO WEALTH MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 145594). Regulatory assets under management: $6.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| LEWIS KYLE JOHNSON | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Charlotte, NC |
| Edward Austin Hart | CHAIRMAN; PRESIDENT | — |
| Elizabeth Flavin Crawford | CHIEF EXECUTIVE OFFICER | — |
| Kristina Guder Craig | CFO | — |
| Julie K Gerron | CHIEF COMPLIANCE OFFICER | — |
| MCMILLIAN SCOTT ROGERS | CHAIRMAN; MANAGING MEMBER; MEMBER | — |
| MAXWELL TARA DANETTE | DIRECTOR OF CLIENT REPORTING-OPTIONS PRINCIPAL; DIRECTOR OF CLIENT SERVICE/HR-OPTIONS PRINCIPAL | — |
| MIDDLETON FREDERICK WARREN | CHAIRMAN - EMERITUS; MANAGING MEMBER; MEMBER | — |
| CARTER LAWRENCE ANDREW | CHIEF FINANCIAL OFFICER | — |
| KAHN-SMITH LISA GAYLE | CHIEF COMPLIANCE OFFICER | — |
| ALLEN BRENDA DYER | CHIEF COMPLIANCE OFFICER | — |
| HART EDWARD AUSTIN | PRESIDENT | — |
| CRAWFORD ELIZABETH FLAVIN | CHIEF EXECUTIVE OFFICER | — |
| Darchicourt Lori Kaye | CFO | — |
| CRAIG KRISTINA NMN | CFO AND COO | — |
| CRAIG KRISTINA GUDER | CFO, CCO & COO; CFO, COO | — |
| GERRON JULIE K | CHIEF COMPLIANCE OFFICER | — |
| Ian Robert Sale | PRESIDENT AND COO | — |