Sensus Wealth Management Group LLC

Overview

Sensus Wealth Management Group LLC is a small, owner-operated advisory firm that manages portfolios for individuals and families, including some small-business clients. The firm combines advisory work with insurance brokerage activity and charges clients on a percentage-of-assets-under-management basis. Sensus does not present itself as a multi-state adviser or an active ESG investor, and it is not listed as a capital allocator; alternative exposures are gained through third-party managers rather than in-house sponsor activity.

Assets & Accounts

Public Holdings

Investments & Alternatives