SAGACE WEALTH MANAGEMENT, LLC

SAGACE WEALTH MANAGEMENT
ST. PETERSBURG, Florida·6 registered advisors·CRD# 307212
SEC# 801-1302480(727) 493-9700
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGACE WEALTH MANAGEMENT, LLC

6 registered advisors
Dodd Marvel Disler
ST. PETERSBURG, Florida
James R. Spoor
ST. PETERSBURG, Florida
John David Harper
ST. PETERSBURG, Florida
Richard B Franz
ST. PETERSBURG, Florida
Stephen Michael Bunch
ST. PETERSBURG, Florida
Warren Gordon Spoor
ST. PETERSBURG, Florida
05

Office Locations

ST. PETERSBURG, Florida
6 advisors

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Data sourced from SEC Form ADV filings. SAGACE WEALTH MANAGEMENT, LLC (CRD# 307212) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.