SENSUS WEALTH MANAGEMENT GROUP LLC

Overview

Sensus Wealth Management Group LLC is a small, fee-based wealth advisory firm that serves individual and family clients with a focus on portfolio management and insurance brokerage. The firm manages portfolios primarily oriented toward equities, and it runs discretionary strategies for its client base under a percentage-of-AUM fee model. Investment activity appears centered on liquid, exchange-traded instruments, with selective use of third-party mutual funds and allocations to private placements and real estate when appropriate. The firm is organized as a limited liability company and is owned by an individual principal; it does not describe itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices