PPrivate Fund Data Log in Join · $37/mo

Sagace Wealth Management, LLC

● SEC registered since 2024CRD 307212SEC# 801-130248St. Petersburg, FL
Export (members)
Reg. AUM
$156.5M
Employees
7
Accounts
244
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 $156.5 million in regulatory assets under management and employs 7 people.
www.sagacewealth.comView on SEC.gov ↗

Sagace Wealth Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
Dmd Capital, LLC ControlMember50-75%2017
Dodd Marvel Disler ControlChief Compliance Officer/CeoUnder 5%2017
Kincarsar, LLC ControlMember5-10%2020
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sagace Wealth Management, LLC manage?

Sagace Wealth Management, LLC reports $156.5 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

Address877 Executive Center Drive West, Suite 100, St. Petersburg, FL 33702
Phone(727) 493-9700
Office hours8:30 a.m. - 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.5M
Non-discretionary$0
Total (RAUM)$156.5M