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, SEC‑registered registered investment adviser operating as a limited liability company. The firm reports a mixed ownership structure (domestic entity and individual) and serves both individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of AUM as well as hourly and fixed fees. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Dodd Disler
CEO and PresidentCRD 6833678
Contacts
3 of 6WARREN SPOOR
PartnerCRD 4632357
Jake Pendl
Financial RepresentativeCRD 7482676
RICHARD FRANZ
PartnerCRD 4267898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$146M in ETFs
93%
$135M
3%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $9.5M | 114,311 | 6.48% |
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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