Sagace Wealth Management
Sagace Wealth Management is an SEC-registered wealth manager in St. Petersburg, FL with $162.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Sagace Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307212, SEC 801-130248, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $162.7M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- St. Petersburg, FL
- Employees
- 7
- Clients
- 80
- CRD
- 307212
- Ownership
- Disler, Dodd, Marvel; SBFH INVESTMENTS LLC; KINCARSAR, LLC; DMD CAPITAL, LLC; SPOOR, WARREN, GORDON
How much AUM does Sagace Wealth Management have?
Sagace Wealth Management reported $162.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Sagace Wealth Management?
Disclosed owners and executives of Sagace Wealth Management include Disler, Dodd, Marvel, SBFH INVESTMENTS LLC, KINCARSAR, LLC, DMD CAPITAL, LLC, SPOOR, WARREN, GORDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.