ST. PETERSBURG, FLCRD 307212Latest ADV February 20, 2026
Sagace Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Petersburg, FL.
Assets Under Management
$163M
Employees
7
Offices
--
Total Clients
80
Primary office
ST. PETERSBURG, FL
877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, ST. PETERSBURG, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
47
2
Individuals
40.0%
32
3
Charitable
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of February 20, 2026
Discretionary100.0%
$163M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$163M
Total Accounts263
10Y AUM Change+$62M (+62.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee11:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.