Form CRS, Disclosures & Important Documents

Sendero Wealth Management, LLC (“Sendero”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Sendero® is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Sendero® maintains clients. Sendero® may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

This website is limited to the dissemination of general information pertaining to Sendero’s investment advisory/management services. Any subsequent, direct communication by Sendero® with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sendero®, please contact Sendero® or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

For additional information about Sendero®, including fees and services, download our From CRS or our Form ADV Part 2A. Please read the disclosure statement carefully before you invest.

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Award Disclosures

Citywire: 50 Growers Across America (2023)

Sendero Wealth Management was recognized as one of the fastest-growing firms in America. This award recognizes the 50 fastest-growing firms in America based on percentage growth in AUM, monetary growth in AUM, and percentage growth in employees.

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San Antonio Business Journal: 2023 C-Suite Award – Kristina G. Craig (2023)

Kristina G. Craig was awarded the San Antonio Business Journal’s C-Suite award in 2023. This award recognizes CEOs, presidents, vice presidents and other top-level managers who have displayed leadership qualities and who have produced successes for their companies. Merriam-Webster’s thesaurus describes leadership as – among other words – guidance, care and stewardship. Leaders are those who inspire passion and can create effective teams. Nominees must be CEOs or other C-level executives of for-profit companies in the San Antonio Area. 

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Forbes Best-In-State Wealth Advisors, Texas – South – Elizabeth Flavin Crawford (2023)

Elizabeth Flavin Crawford was named one of Forbes’ Best-In-State Wealth Advisors of 2022. This award recognizes high-quality advisors who are laser focused on having a positive impact on their clients’ lives. 7,321 advisors that manage a collective $10 trillion are recognized. Basic qualifications for this award include having a minimum of 7 years as an advisor, a minimum 1 year at their current firm, with exceptions such as acquisitions etc., being recommended and nominated by their firm, completing an online survey, and an acceptable compliance record.

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Advisory HQ: Top Financial Advisors in SA (2022-2023)

Sendero Wealth Management was named one of the best financial advisory firms in the San Antonio and New Braunfels area. This award recognizes the top 9 local advisory firms. Selection criteria for this award includes resource availability, experience level, transparency, customized services, quality of advisor’s website, open door policy, and audience.

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Forbes Best-In-State Wealth Advisors, Texas – South – Elizabeth Flavin Crawford (2022)

Elizabeth Flavin Crawford was named one of Forbes’ Best-In-State Wealth Advisors of 2022. This award recognizes advisors who have a proven record of guiding clients through volatile markets. 6,500 advisors that manage a collective $10 trillion are recognized. Basic qualifications for this award include having a minimum of 7 years as an advisor, a minimum 1 year at their current firm, with exceptions such as acquisitions etc., being recommended and nominated by their firm, completing an online survey, 50% of revenue/production must be with individuals, and an acceptable compliance record.

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Forbes Best-In-State Women Advisors, Texas – South – Elizabeth Flavin Crawford (2022)

Elizabeth Flavin Crawford was named one of Forbes’ Best-In-State Women Advisors of 2022. This award recognizes the best women advisors in each state. 1,697 women advisors that manage a collective $2.3 trillion are recognized. Basic qualifications for this award include having a minimum of 7 years as an advisor, a minimum 1 year at their current firm, with exceptions such as acquisitions etc., being recommended and nominated by their firm, completing an online survey, business that is conducted with individuals is evaluated, and an acceptable compliance record.

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San Antonio Business Journal (SABJ) Book of Lists: Money Management Firms (2022)

Sendero Wealth Management was named the largest independent registered investment advisor in Central and South Texas by the San Antonio Business Journal in the 2022 Book of Lists. The Book of Lists contains essential information on the leading businesses in the region. 25 local firms are ranked by assets locally managed. Information for this list was supplied by each individual company through questionnaires.

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Forbes America’s Top Women Advisors – Elizabeth Flavin Crawford (2021)

Elizabeth Flavin Crawford was named one of Forbes’ America’s Top Women Advisors of 2021. This award recognizes the best women advisors in America. 1,697 women advisors that manage a collective $2.3 trillion are recognized. Basic qualifications for the award include having a minimum of 7 years as an advisor, a minimum 1 year at their current firm, with exceptions such as acquisitions etc., being recommended and nominated by their firm, completing an online survey, business that is conducted with individuals is evaluated, and an acceptable compliance record.

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Advisory HQ Best Financial Advisors in SA (2021-2022)

Sendero Wealth Management was named one of the best financial advisory firms in the San Antonio and New Braunfels area. This award recognizes the top 9 local advisory firms. Selection criteria for this award includes resource availability, experience level, transparency, customized services, quality of advisor’s website, open door policy, and audience.

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San Antonio Business Journal C-Suite Award – Edward A. Hart (2021)

Edward A. Hart was awarded the San Antonio Business Journal’s C-Suite award in 2021. This award recognizes local executives who shined with their leadership throughout the pandemic. Nominees must be CEOs or other C-level executives of for-profit companies in the San Antonio Area. 

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Financial Times 300 Top Registered Investment Advisors (2020)

Sendero Wealth Management was named one of Financial Times’ 300 Top Registered Investment Advisors of 2020. This award recognizes an elite group of registered investment advisors based on desirable traits for investors. Areas of consideration include assets under management, assets under management growth rate, years of existence, compliance record industry certifications, and online accessibility.

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Awards Disclaimer
Receipt of the awards and recognitions (“Awards”) listed above are not indicative of investment performance and do not guarantee future results. Awards are not representative of any one client’s experience, because Awards do not include a survey of clients or information on client experience. Generally, Awards sponsors only consider and recognize participants that elect to participate. Awards are granted often based on information provided by the participants’ advisers and should not be assumed that such information is verified by the sponsor of the Award. Sendero®, nor its Investment Adviser pay, directly or indirectly, any fees to participate in any of the Awards listed above. Each Award has a specific selection criteria/methodology linked after its disclosure