Sagace Wealth Management Revenue

Investment Management • St Petersburg, Florida, United States • 1-10 Employees

Sagace Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Sagace Wealth Management

Dodd Disler

Chief Executive Officer

Company overview

Headquarters	877 Executive Center Dr W, Suite 100, St Petersburg, FL 33702, US
Phone number	+17274939700
Website	sagacewealth.com
NAICS	5231
Keywords	Investments, Family Office, Wealth Management, Financial Planning, Estate Planning, Retirement
Founded	2017
Employees	1-10

Sagace Wealth Management Email Formats

Sagace Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@sagacewealth.com), used 50% of the time.

Format	Example	Percentage
{first name}	john@sagacewealth.com	50%
{last name}{last name}	doedoe@sagacewealth.com	50%

About Sagace Wealth Management

An Integrated Approach to Wealth Management. Sagace: Italian for having wisdom and good judgment. It embodies our process of providing integrated tax and estate planning expertise alongside our wealth management professionals to deliver comprehensive solutions; just like our logo, the wise owl.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Sagace Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sagace Wealth Management has never raised funding before.

Sagace Wealth Management Tech Stack

Discover the technologies and tools that power Sagace Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

PHP

Programming languages

Open Graph

Miscellaneous

Flywheel

Hosting

WordPress

Blogs

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Google Analytics

Analytics

MySQL

Databases

RSS

Miscellaneous

Frequently asked questions

Sagace Wealth Management is located in St Petersburg, Florida, US.

You can reach Sagace Wealth Management at +17274939700.

Sagace Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Sagace Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sagace Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Sagace Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sagace Wealth Management

Dodd Disler

Chief Executive Officer

4.8

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