Sensus Wealth Management Group LLC logo

Sensus Wealth Management Group LLC

Updated today

Client assets under management

$32,532,447

Clients

79

27% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

40

Typical

Average account size

$411,803

About

SENSUS Wealth Management Group provides discretionary, tailored investment advisory and portfolio management services primarily to individual and high‑net‑worth clients and also serves as a subadvisor to certain accounts of an unaffiliated registered investment adviser. Custodial and trading services are conducted through Interactive Brokers, with some legacy accounts maintained at American Funds.

The firm describes a disciplined approach that combines technical and fundamental analysis—monitoring indicators such as the S&P 500, labor market data, and Federal Reserve activity—to build portfolios aligned with each client’s objectives and risk tolerance. SENSUS implements a range of strategies, including long‑ and short‑term equity positions, active trading, and option strategies (covered calls and puts), and generally manages accounts on a discretionary basis while allowing clients to impose investment restrictions.

A distinctive feature disclosed in the brochure is the firm’s affiliation with insurance business activities: the CEO holds a Texas Group I insurance license, operates Sensus Insurance Services LLC, and the brochure acknowledges the potential conflict from recommending insurance products and describes disclosure and mitigation measures. The firm’s materials also include a dedicated discussion of performance‑based fee policies (noting that currently no clients pay performance fees), note ownership interests in related entities, and require client accounts to be established at Interactive Brokers while maintaining legacy American Funds relationships.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Wealth management

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Fee options

Percentage

$0 - $249,999: 1.75% $250,000 - $499,999: 1.65% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%

Main office location

Sensus Wealth Management Group LLC

8000 Ih 10 West, Suite 1500

San Antonio TX 78230, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rozanne M

Series 63, Series 65

San Antonio, TX

Sensus Wealth Management Group LLC

Rozanne Mcmanus is a financial advisor with Sensus Wealth Management Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sensus Wealth Management Group since 2014. Outside of her advisory role, Mcmanus serves as Secretary/Treasurer of SENSUS Entertainment Group, LLC. Sensus Wealth Management Group provides discretionary portfolio management and advisory services to individual and high-net-worth clients, using a combination of technical and fundamental analysis to construct portfolios that may include equity positions, active trading, and option overlays. The firm manages approximately $30.4 million in assets and maintains client custody with Interactive Brokers and select legacy accounts with American Funds.

Options & derivatives strategies Real estate investing Wealth management
user avatar

Daniel R

Series 63, Series 65

San Antonio, TX

Sensus Wealth Management Group LLC

Daniel Rodriguez is a financial advisor at Sensus Wealth Management Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Southern Cross Financial Group LLC and Sensus Wealth Management Group LLC since 2013. Outside of advisory services, he is involved in managing several limited liability companies engaged in capital formation, residential real estate development, and musical entertainment. Sensus Wealth Management Group LLC provides discretionary portfolio management and advisory services to individual and high-net-worth clients through separately managed accounts and sub-advisory relationships. The firm uses a combination of technical and fundamental analysis to construct portfolios that may include long- and short-term equity positions, active trading, and option strategies, managing approximately $30.4 million in regulatory assets.

Options & derivatives strategies Real estate investing Wealth management
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