Overview
Assets Under Management: $157 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
SAGACE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307212), SAGACE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SAGACE WEALTH MANAGEMENT, LLC is headquartered in ST. PETERSBURG, FL.
SAGACE WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, SAGACE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SAGACE WEALTH MANAGEMENT, LLC manages $157 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, SAGACE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.14
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 244
Discretionary Accounts: 244
Regulatory Filings
CRD Number: 307212
Last Filing Date: 2025-02-03 00:00:00
Website: https://sagacewealth.com