SAGACE WEALTH MANAGEMENT
SEC RegisteredBeyond wealth management, its wealth leadership.
About the firm
Sagace Wealth offers an integrated approach to wealth management, combining tax and estate planning expertise with wealth management professionals to deliver comprehensive solutions. The name Sagace is Italian for having wisdom and good judgment, embodying their process. They operate three professional services firms under one roof.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated tax and estate planning, wealth management, comprehensive financial planning, complex analysis, simplified execution, tailored accounts, and financial concierge services.
Who they serve
Newly retired individuals and busy professionals seeking to optimize their personal financial situations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $14M |
| High Net Worth Individuals | 47 | $146M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 0.95% |
| $1,000,001 - $2,500,000 | 0.85% |
| $2,500,001 - $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.65% |
| $10,000,001 - $25,000,000 | 0.49% |
| Over $25,000,001 | — |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGACE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.