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 34 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 11 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 21 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 20 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 11 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 over 2 years 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 over 2 years 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 over 2 years 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 31 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 30 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.