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 organized as an LLC. The firm is SEC-registered (2024) and serves both individual/family and institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible: percentage-of-AUM fees are used alongside hourly and fixed-fee engagements. Sagace does not position itself as a capital allocator and is not an active ESG investor. The firm maintains professional relationships with accounting and law firms to support client service and planning needs.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$162M in ETFs
84%
$137M
13%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $9.7M | 123,393 | 5.97% |
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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