Ariel Palomo
Investment adviser representative at Sendero Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$6.5BFirm assets
18 yearsFirm in business
Are you Ariel Palomo? Claim your profile
Contact this firm
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
21 years in the industry.
- Sendero Wealth Management, LLCJan 2019 to now
- Sendero SecuritiesDec 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to now
- Bank of America, N.A.Nov 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2019
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
- 4900968
- Firm CRD
- 145594