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SAGACE WEALTH MANAGEMENT

ST. PETERSBURG, FL · CRD 307212 · IAPD ↗ · sagacewealth.com · (727) 493-9700

$162.7MRegulatory AUM
7Advisory reps
7Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2025 — SAGACE WEALTH MANAGEMENT reported RAUM up 56% ($100.4M -> $156.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — SAGACE WEALTH MANAGEMENT (ST. PETERSBURG, FL) is newly SEC-registered with $100.4M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.