SAGACE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2024
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$619K
Accounts
263
Employees
7
Advisory reps
7

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
307212
Registered since
May 14, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 8%, Cash & Cash Equivalents 5%, Private Funds 2%85%
  • 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

    PartnerCRD 4267898

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$146M in ETFs

Passive

93%

$135M

Active

3%

$10.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$9.5M114,3116.48%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth