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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-22-2020
- Office Locations
- 1
Office Locations
About Sagace Wealth Management
Sagace Wealth Management is a St. Petersburg, FL RIA that pairs wealth management with integrated tax and estate planning. It focuses on newly retired clients and busy professionals who want a coordinated team guiding their financial plan, including financial planning and portfolio construction. Investment implementation includes public funds such as mutual funds and ETFs, with custody primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dodd Marvel Disler
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6833678
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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STEPHEN MICHAEL BUNCH
Partner
- CRD
- #6383515
RICHARD B FRANZ III
Partner
- CRD
- #4267898
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,726,716 | $618,733 |
| Non-Discretionary | $0 | -- |
| Total | $162,726,716 | $618,733 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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