Julie K Gerron
Investment Adviser Representative at Sendero Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julie K. Gerron is an investment adviser representative with Sendero Wealth Management, LLC in San Antonio, TX, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Discovery Management, Ltd. and Smith Asset Management Group LP. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 21
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Westwood Holdings Group, Inc.Jan 2004 – Apr 2023Dallas, TX
- Sendero SecuritiesJul 2024 – no end date reportedSan Antonio, TX
- Sendero Wealth ManagementMar 2023 – no end date reportedSan Antonio, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sendero Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Under $1,000,0001.50%
- $1,000,000 to $3,000,0001.25%
- First $4,000,000 over $3,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 4
- Main office:
- San Antonio, TX
- SEC file number:
- 801-68572
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie K Gerron has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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