Assets Under Management
$30.4M
Number of Clients
76
Number of Advisors
2
Average Client AUM
$400K
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)
SENSUS Wealth provides tailored investment advisory services to separately managed account clients, focusing on individualized investment goals, time horizons, objectives, and risk tolerance. They offer a suite of advisory programs catering to high-net-worth individuals, individual investors, and other financial professionals. They manage client portfolios and execute securities transactions based on each client’s unique investment profile.
8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230