Richard B Franz
Investment adviser representative at Sagace Wealth Management
22 yearsExperience
1 stateRegistered in
$162.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Sorren, Inc,Jul 2024 to now
- Sagace Wealth Management LLCJun 2020 to now
- Bayview InsuranceDec 2011 to now
- Spoor Bunch FranzMar 2004 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sagace Wealth Management
Legal name: Sagace Wealth Management, LLC
$162.7MAssets managed
80Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4267898
- Firm CRD
- 307212