# Sendera Wealth Advisors

> Sendera Wealth Advisors is a state-registered investment advisory firm in Richardson, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 333652
- Filed as: SENDERA WEALTH ADVISORS
- Legal name: Sendera Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333652
- AdvisorCensus page: https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652

## Quick answers

**How is Sendera Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Sendera Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Sendera Wealth Advisors located?**
Sendera Wealth Advisors' principal office is in Richardson, TX, according to its Form ADV.

**Is Sendera Wealth Advisors registered with the SEC or a state?**
Sendera Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333652.

**How much does Sendera Wealth Advisors manage?**
Sendera Wealth Advisors reports $16,738,172 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Sendera Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (4).

**Does Sendera Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333652

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,738,172
- Discretionary: $16,738,172
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,264,276 |
| High net worth individuals | 4 | $12,473,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @senderawealthadvisors
- Instagram @senderawealth
- LinkedIn @sendera-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sendera Wealth Advisors (CRD 333652): Form ADV filing data as of October 2026.