Sendero® Names Jack Wildermuth Managing Director

Wildermuth serves as a leader of the firm, playing an integral role in developing investment and business strategies.

Sendero Wealth Management, a private, independent, partner-led wealth management firm, names Jack Wildermuth Managing Director.

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Sendero Wealth Management, a private, independent, partner-led wealth management firm, names Jack Wildermuth Managing Director. (Photo: Business Wire)

Wildermuth joins Sendero^® with over three decades of industry experience. Prior to joining the firm, he held various leadership positions focused on client success, investment policy development, overseeing portfolio management teams, and business development.

As Managing Director, Wildermuth is a valued leader at the firm. Wildermuth is skilled at building genuine relationships and earning the trust of those with whom he interacts. He is a thoughtful and strategic thinker and has the clients’ best interests in mind.

“Jack sets the standard for what it means to be a thoughtful, high-caliber investment advisor. His commitment to deeply understanding client goals, combined with a disciplined and strategic approach, will make a lasting impact on clients’ financial journeys,” Partner and Chief Executive Officer Elizabeth Crawford said. “We are honored to work with a professional whose integrity and insight consistently deliver both trust and exceptional value. Jack lives Sendero’s values of trust, honor, respect, service, and family.”

Wildermuth is a Certified Financial Analyst^® charterholder and Chartered Alternative Investment Analyst℠. He holds multiple industry licenses and is a Veteran of the United States Army.

“I am extremely happy to join the talented team at Sendero Wealth Management,” Wildermuth said. “My previous experience informs me that a firm needs three things to guide long-term client success: outstanding investment talent, a commitment to specific client needs, and a team-based culture. Sendero’s approach to guiding financial futures has all three! Especially appealing to me is Sendero’s independent approach and extensive knowledge in alternative investments.”

About Sendero Wealth Management

Sendero^® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. We create a sustainable, repeatable, long-term plan for our clients that includes public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management, and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women. For more information, visit sendero.com.

Sendero^® is comprised of Sendero Wealth Management LLC, Sendero Family Enterprise LLC, Sendero Securities LLC and Sendero Partners LLC. Sendero Wealth Management is a registered investment advisory firm serving clients with investable assets of $3 million and above. Alternative investments may be offered by broker-dealer, Sendero Securities LLC, member FINRA/SIPC. Investment management services are not provided by Sendero Family Enterprise LLC.

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