Sendera Wealth Advisors

SENDERA WEALTH ADVISORS is an SEC-registered investment adviser in Richardson, TX. The firm manages approximately $17 million in regulatory assets.

Sendera Wealth Advisors

SENDERA WEALTH ADVISORS is an SEC-registered investment adviser in Richardson, TX. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.

Website

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General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

Richardson

Corporate office

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Who runs investment decisions at Sendera Wealth Advisors?

The firm operates as an RIA with a team-based approach to portfolio construction. Named investment leaders are not disclosed on public records.

Is Sendera structured as a single family office or a multi-client advisory firm?

Sendera is an SEC-registered RIA that serves multiple clients, not a single-family office. It offers outsourced CIO services to families and institutional investors.

Does Sendera use external investment managers or only internal research?

Sendera employs a multi-manager structure in many allocations, selecting sub-advisers for asset classes like hedge funds and private markets. Internal research drives asset allocation decisions.

What investment stages or asset classes does Sendera target?

The firm targets a balanced allocation across liquid public markets, with satellite positions in illiquid alternatives. Anonymity around specific holdings limits public visibility.

How does Sendera source proprietary deal flow for direct investments?

The firm's direct investment activity is not publicly detailed. Most public references suggest a manager-of-managers approach rather than proprietary deal origination.

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