Sagace Wealth Management, LLC
● SEC registered since 2024CRD 307212SEC# 801-130248St. Petersburg, FL
Reg. AUM
$162.7M
Employees
7
Accounts
263
Location
St. Petersburg, FL
Sagace Wealth Management, LLC assets under management
Sagace Wealth Management, LLC is an SEC-registered investment adviser based in St. Petersburg, FL. The firm has been registered since 2024. It reports $162.7 million in regulatory assets under management and employs 7 people.
Sagace Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dmd Capital, LLC Control | Member | 50-75% | 2017 |
| Dodd Marvel Disler Control | Chief Compliance Officer/Ceo | Under 5% | 2017 |
| Kincarsar, LLC Control | Member | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Sagace Wealth Management, LLC manage?
Sagace Wealth Management, LLC reports $162.7 million in regulatory assets under management on its Form ADV.
How many employees does Sagace Wealth Management, LLC have?
Sagace Wealth Management, LLC reports 7 employees.
Where is Sagace Wealth Management, LLC located?
Sagace Wealth Management, LLC is based in St. Petersburg, FL and has been SEC-registered since 2024.
Does Sagace Wealth Management, LLC disclose fund performance?
Sagace Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 877 Executive Center Drive West, Suite 100, St. Petersburg, FL 33702 |
| Phone | (727) 493-9700 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.7M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$162.7Mregulatory AUM
Discretionary $162.7M