# SAGACE WEALTH MANAGEMENT, LLC

SAGACE WEALTH MANAGEMENT, LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 307212
- Type: SEC-registered investment adviser
- SEC file number: 801-130248
- Location: 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, ST. PETERSBURG, FL, 33702
- Phone: (727) 493-9700
- Latest filing: 2026-02-20
- Regulatory AUM: $162.7M
- Discretionary AUM: $162.7M
- Clients: 7
- Accounts: 263

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Dodd Marvel Disler | CHIEF COMPLIANCE OFFICER/CEO; MEMBER | — |
| Warren Gordon Spoor | MEMBER | — |
| Stephen Michael Bunch | MEMBER | — |
| Richard B Franz | MEMBER | — |
| James R Spoor | MEMBER | — |
| John David Harper | MEMBER | — |
| BUNCH STEPHEN MICHAEL | MEMBER | — |
| Harper Mark David | MEMBER | — |
| Disler Dodd Marvel | CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| SPOOR WARREN GORDON | MEMBER | — |
| FRANZ RICHARD B | MEMBER | — |
| SPOOR JAMES R | MEMBER | — |
| James R. Spoor | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307212/similar
- Related entities: https://search.stillhousedata.com/firm/307212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307212

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.