# SENDERO WEALTH MANAGEMENT, LLC

SENDERO WEALTH MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145594
- Type: SEC-registered investment adviser
- SEC file number: 801-68572
- Location: 250 W. NOTTINGHAM, SUITE 300, SAN ANTONIO, TX, 78209
- Phone: 210-805-0171
- Latest filing: 2026-03-26
- Regulatory AUM: $6.5B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $4.3B
- Clients: 41
- Accounts: 1,948

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145594/similar
- Related entities: https://search.stillhousedata.com/firm/145594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145594

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.