Sendero Wealth Management
Investment Management
San Antonio, Tx, United States
49 employees
- Employees
- 49
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Sendero Wealth Management Overview
- Headquarters
- San Antonio, Tx, United States
- Phone Number
- Available in AeroLeads
- Website
- sendero.com
- Industry
- Investment Management
- Employees
- 49
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About Sendero Wealth Management
Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.
Sendero Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Sendero Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lee Przybyla, Cfp® | Senior Portfolio Manager |
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|
|
| Michael Wofford | San Antonio, Texas, United States |
Email
|
|
| David Coull | San Antonio, Texas, United States |
Email
Phone
|
|
| Scott R. Mcmillian, Cpa, Cfp | Chairman at Sendero Wealth Management | San Antonio, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
13 profiles
Manager
4 profiles
Executive
3 profiles
Associate / junior
2 profiles
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 8 | 8 | 4 |
| Sales | 6 | 6 | 1 |
| Executive | 3 | 3 | 2 |
| IT | 1 | 1 | 1 |
| Marketing | 1 | 1 | 0 |
Sendero Wealth Management Tech Stack
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