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Sendero Wealth Management

About Sendero Wealth Management

Sendero Wealth Management is a partner-led firm that specializes in wealth management and investment advisory services. The company takes a holistic approach, focusing on the personal and professional needs of its clients. Its team consists of strategists and global financial experts who understand the diverse needs of clients across generations.

Min project size

50,000+

Hourly rate

50 / hr

Employees

46

Locations

United States

Year founded

Founded 2008

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

T

Tara Maxwell

Vice President, Client Service & Human Resources

K

Kristina Craig

Chief Financial Officer/Chief Operating Officer

E

Elizabeth Crawford

Partner | Chief Executive Officer

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