Julie K Gerron
Investment adviser representative at Sendero Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Sendero SecuritiesJul 2024 to now
- Sendero Wealth Management, LLCMar 2023 to now
- Westwood Holdings Group, Inc.Jan 2004 to Apr 2023
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sendero Wealth Management, LLC
$6.5BAssets managed
369Clients
21Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4525156
- Firm CRD
- 145594