Sensus Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
8000 Ih 10 West, Suite 1500
San Antonio TX 78230
Advisors at this office
2
Most active in
Texas
Also doing business as
Opcion Advisors LLC · Opcion Management LLC · Sensus Wealth Management Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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