# Sagace Wealth Management

> Sagace Wealth Management is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 307212
- Filed as: SAGACE WEALTH MANAGEMENT
- Legal name: Sagace Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307212
- AdvisorCensus page: https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212

## Quick answers

**How is Sagace Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sagace Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sagace Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sagace Wealth Management located?**
Sagace Wealth Management's principal office is in St. Petersburg, FL, according to its Form ADV.

**Is Sagace Wealth Management registered with the SEC or a state?**
Sagace Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 307212.

**How much does Sagace Wealth Management manage?**
Sagace Wealth Management reports $162,726,716 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Sagace Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Sagace Wealth Management: Regulatory assets under management: $100,444,661 in the October 2024 data and $162,726,716 in the October 2026 data, up 62%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sagace Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (32); charitable organizations (1).

**Which custodians does Sagace Wealth Management use?**
Sagace Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sagace Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307212

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Hourly rate: $250 an hour (financial planning services)

> Our hourly fee is $250 and our fixed fee generally ranges between $500-$1,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,726,716
- Discretionary: $162,726,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $14,156,622 |
| High net worth individuals | 47 | $146,147,168 |
| Charitable organizations | 1 | $2,422,926 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagacewealth.com
- Facebook @SagaceWealth
- LinkedIn @sagace-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,444,661 | 6 | April 10, 2024 |
| October 2025 | $156,513,622 | 7 | February 3, 2025 |
| October 2026 | $162,726,716 | 7 | February 20, 2026 |

Regulatory assets under management: $100,444,661 in the October 2024 data and $162,726,716 in the October 2026 data, up 62%.
Total employees: 6 in October 2024 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagace Wealth Management (CRD 307212): Form ADV filing data as of October 2026.