RIA Intel›Advisers›Texas›SENSUS WEALTH MANAGEMENT GROUP LLC

SENSUS WEALTH MANAGEMENT GROUP LLC

Advisory

SAN ANTONIO, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,943

of 2,813 advisers by AUM

Average account

$246K

across 132 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

79 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

VITA ADVISORY SOLUTIONS INC

$32M

OAKVIEW CAPITAL MANAGEMENT, L.P.

$32M

USA ASSET MANAGEMENT, LLC

$32M

CAPITAL ALLIANCE WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX

$32M

BEACON BAY ASSET MANAGEMENT LLC

$33M

$33M

Get the full picture on SENSUS WEALTH MANAGEMENT GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SENSUS WEALTH MANAGEMENT GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans