Sensus Wealth Management Group LLC

Sensus Wealth Management Group LLC (CRD# 153357) is a financial advisory firm headquartered in San Antonio, TX. They manage $44,296,450 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $184,569
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sensus Wealth Management Group LLC
Showing 1 - 10 of 12 top financial advisors.
1
Herbert E. Troutz
CRD#: 449654
14603 Huebner Rd., Suite 3002, San Antonio, TX 78230
96
Wealthminder
score

Herbert Troutz (CRD# 449654) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 33 years of experience in the finance industry. Herbert Troutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mario Gonzalez
CRD#: 4973064
602 East Calton Rd., Ste. 4, Laredo, TX 78041
93
Wealthminder
score

Mario Gonzalez (CRD# 4973064) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Laredo, TX and has over 10 years of experience in the finance industry.

3
Haeger Long
CRD#: 1524891
Keller, TX
93
Wealthminder
score

Haeger Long (CRD# 1524891) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Keller, TX and has over 20 years of experience in the finance industry.

4
Rozanne McManus
CRD#: 2861979
8000 Ih 10 West, Suite 1500, San Antonio, TX 78230
93
Wealthminder
score

Rozanne McManus (CRD# 2861979) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

5
Daniel E. Rodriguez
CRD#: 2386410
8000 Ih 10 West, Suite 1500, San Antonio, TX 78230
93
Wealthminder
score

Daniel Rodriguez (CRD# 2386410) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 10 years of experience in the finance industry.

6
Rebecca F. McNamara
CRD#: 6483901
8000 Ih 10 West, Suite 1500, San Antonio, TX 78230
88
Wealthminder
score

Rebecca McNamara (CRD# 6483901) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has 1 year of experience in the finance industry.

7
Elizabeth Fields
CRD#: 6532922
Houston, TX
87
Wealthminder
score

Elizabeth Fields (CRD# 6532922) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Houston, TX and has 1 year of experience in the finance industry.

8
Travis H. Fields
CRD#: 5704147
Oakland, CA
87
Wealthminder
score

Travis Fields (CRD# 5704147) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Oakland, CA and has 1 year of experience in the finance industry.

9
Kristine Arlitt
CRD#: 1473935
8000 Ih 10 West, Suite 1500, San Antonio, TX 78230
83
Wealthminder
score

Kristine Arlitt (CRD# 1473935) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 30 years of experience in the finance industry.

10
Randall H. Fields
CRD#: 1665946
8000 Ih 10 West, Suite 1500, San Antonio, TX 78230
83
Wealthminder
score

Randall Fields (CRD# 1665946) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 29 years of experience in the finance industry.

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