Ian Sale is a control person of Sendero Wealth Management and directly owns under 5% of it. Ian Sale holds a Bachelor of Science in Computer Science from Arkansas Tech University.
Sendero Wealth Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $6.51 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.
Ian Sale is Partner, President and Chief Operating Officer of Sendero Wealth Management, LLC. He joined Sendero as a Partner in 2025 and oversees the firm's day-to-day operations, working with the management team to enhance firm processes and technology capabilities. Before joining Sendero, he served in various executive leadership roles where he built high-performing teams and advanced digital capabilities for institutional and direct investors.
- CRD
- 8242960
- Firm
- Sendero Wealth Management · CRD 145594
- Role
- President and COO
- In role since
- October 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- San Antonio, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sendero.com
Where does Ian Sale work?
Ian Sale has been President and COO of Sendero Wealth Management, LLC since October 2025, and is a control person of the firm.
How can I verify Ian Sale’s record?
Ian Sale’s role is listed on Sendero Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145594.
