Sagace Wealth Management
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 307212
- Registered since
- May 14, 2024
- Website
- sagacewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.81%
- Individuals8.7%
- Charitable Organizations1.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sagace Wealth Management is an independent registered investment adviser structured as an LLC and SEC-registered in 2024. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Sagace does not identify as a capital allocator or an active ESG investor, and it reports business relationships with accounting and law firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Private Funds2%
Owners & executives
1 of 1
Dodd Disler
CEO and PresidentCRD 6833678
Contacts
3 of 6
Warren Spoor
PartnerCRD 4632357
Jake Pendl
Financial RepresentativeCRD 7482676
Richard Franz
Partner and Investment Advisor RepresentativeCRD 4267898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$158M in ETFs
92%
$146M
3%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $9.6M | 116,544 | 6.11% |
Location
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 877 Executive Center Dr W
- Time zone
- ET (UTC-5)
- Office locations
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