Jake Tyler Carlyle
Investment adviser representative at Sendero Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$6.5BFirm assets
18 yearsFirm in business
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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
12 years in the industry.
- Sendero Wealth Management, LLCAug 2024 to now
- Institutional Shareholder ServicesApr 2021 to May 2024
- Various - (student, Unemployed, and Homemaker)Apr 2014 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8031380
- Firm CRD
- 145594