Sagace Wealth Management

Sagace Wealth Management (CRD# 307212) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $100,444,661 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702
https://www.sagacewealth.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $489,974
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sagace Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Stephen Bunch, financial advisor Saint Petersburg FL
Stephen M. Bunch
CRD#: 6383515
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

Stephen Bunch (CRD# 6383515) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 9 years of experience in the finance industry.

2
Dodd Disler, financial advisor Saint Petersburg FL
Dodd M. Disler
CRD#: 6833678
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

Dodd Disler (CRD# 6833678) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 6 years of experience in the finance industry.

3
Warren Spoor, financial advisor Saint Petersburg FL
Warren G. Spoor
CRD#: 4632357
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

Warren Spoor (CRD# 4632357) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 24 years of experience in the finance industry.

4
Richard Franz, financial advisor Saint Petersburg FL
Richard B. Franz
CRD#: 4267898
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

Richard Franz (CRD# 4267898) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 3 years of experience in the finance industry.

5
John Harper, financial advisor Saint Petersburg FL
John D. Harper
CRD#: 4764448
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

John Harper (CRD# 4764448) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 20 years of experience in the finance industry.

6
James Spoor, financial advisor Saint Petersburg FL
James R. Spoor
CRD#: 7219090
877 Executive Center Drive West, Suite 100, Saint Petersburg, FL 33702

James Spoor (CRD# 7219090) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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