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SAGACE WEALTH MANAGEMENT
SAGACE WEALTH MANAGEMENT, LLC
CRD 307212 · SEC 801-130248
877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, ST. PETERSBURG, FL, 33702, United States
Phone
(727) 493-9700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.7M
Discretionary AUM
$162.7M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $14.2M |
| High net worth individuals | 47 | $146.1M |
| Charitable organizations | 1 | $2.4M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD