CRD: 153357
Sensus Wealth Management Group LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-17-2012
- Office Locations
- 1
Office Locations
About Sensus Wealth Management Group LLC
SENSUS Wealth Management Group is a Texas-based RIA providing discretionary wealth management and financial planning for private clients, including higher-net-worth “qualified clients,” and also serving financial advisors and institutions. The firm uses an open-architecture platform with integrated portfolio, practice-management, and reporting tools plus institutional research and managed solutions. Portfolios are ETF- and public-fund oriented and are custodied at Interactive Brokers. Leadership has repeated Five Star Wealth Manager recognition in Texas Monthly.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL EUGENE RODRIGUEZ
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #2386410
- Ownership
- 50% but less than 75%
ROZANNE MCMANUS
Financial Advisor, General Partner
- CRD
- #2861979
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,532,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,532,447 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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