SAGACE WEALTH MANAGEMENT, LLC
Legal name: SAGACE WEALTH MANAGEMENT
CRD #307212 SEC #801-130248 ST. PETERSBURG, FL (727) 493-9700
SEC Registered
Total AUM
$156.5M
Discretionary
$156.5M
Employees
7
Clients
1
Accounts
244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $156.5M | $156.5M | $0 | 7 | 1 |
| Feb 2025 | $156.5M | $156.5M | $0 | 7 | 1 |
| Apr 2024 | $100.4M | $100.4M | $0 | 6 | 2 |
DateSep 2025
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees7
Clients1
DateFeb 2025
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees7
Clients1
DateApr 2024
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees6
Clients2