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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Disler, Dodd, Marvel | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| Disler, Dodd, Marvel | I | CHIEF COMPLIANCE OFFICER/CEO | NA | Control |
| Disler, Dodd, Marvel | I | CHIEF COMPLIANCE OFFICER/CEO | NA | Control |
| DMD CAPITAL, LLC | DE | MEMBER | D | Control |
| DMD CAPITAL, LLC | DE | MEMBER | D | Control |
| DMD CAPITAL, LLC | DE | MEMBER | D | Control |
| SBFH INVESTMENTS LLC | DE | MEMBER | C | |
| SBFH INVESTMENTS LLC | DE | MEMBER | C | |
| SBFH INVESTMENTS LLC | DE | MEMBER | C | |
| KINCARSAR, LLC | DE | MEMBER | A | Control |
| KINCARSAR, LLC | DE | MEMBER | A | Control |
| KINCARSAR, LLC | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SPOOR, JAMES, R. | I | KINCARSAR, LLC | E | Control |
| Disler, Dodd, Marvel | I | DMD CAPITAL, LLC | D | Control |
| BUNCH, STEPHEN, MICHAEL | I | SBFH INVESTMENTS LLC | C | Control |
| FRANZ, RICHARD, B | I | SBFH INVESTMENTS LLC | C | Control |
| HARPER, JOHN, DAVID | I | SBFH INVESTMENTS LLC | C | Control |
| SPOOR, WARREN, GORDON | I | SBFH INVESTMENTS LLC | C | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (1)
FL
Address
877 EXECUTIVE CENTER DRIVE WESTSUITE 100
ST. PETERSBURG, FL 33702
United States
Phone: (727) 493-9700