SAGACE WEALTH MANAGEMENT, LLC

SAGACE WEALTH MANAGEMENT, LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 307212). Regulatory assets under management: $162.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (13)

NameRoleLocation
Dodd Marvel DislerCHIEF COMPLIANCE OFFICER/CEO; MEMBER—
Warren Gordon SpoorMEMBER—
Stephen Michael BunchMEMBER—
Richard B FranzMEMBER—
James R SpoorMEMBER—
John David HarperMEMBER—
BUNCH STEPHEN MICHAELMEMBER—
Harper Mark DavidMEMBER—
Disler Dodd MarvelCHIEF COMPLIANCE OFFICER/MEMBER; MEMBER—
SPOOR WARREN GORDONMEMBER—
FRANZ RICHARD BMEMBER—
SPOOR JAMES RMEMBER—
James R. SpoorMEMBER—

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