A complete list of active advisors currently associated with Sensus Wealth Management Group LLC

Warmer can help you find a great advisor at Sensus Wealth Management Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sensus Wealth Management Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Rozanne Mcmanus	San Antonio, TX	21
Daniel Rodriguez	San Antonio, TX	25

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