Richard Franz has been an investment adviser representative at Sagace Wealth Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Richard Franz studied at the University of Florida.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
Richard Franz is Partner of Sagace Wealth Management, based in St. Petersburg, FL. He consults on financial analysis for businesses and individuals, in addition to providing professional consultation services. He has served clients in industries including affordable housing development, craft breweries, technology and manufacturing, and began his career at PricewaterhouseCoopers in Tampa, serving clients in financial assurance and advisory.
- Sagace Wealth ManagementCurrent– present · 6 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
Professional designations
Listed by Sagace Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Richard Franz is registered as an investment adviser representative in Florida, since July 2020.
- FloridaSince 16 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard B Franz
- CRD
- 4267898
- Firm
- Sagace Wealth Management · CRD 307212
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagacewealth.com
Where does Richard Franz work?
Richard Franz is an investment adviser representative registered through Sagace Wealth Management, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Richard Franz a financial advisor?
Yes. Richard Franz has a current investment-adviser registration in Florida, through Sagace Wealth Management since July 2020.
How many years of experience does Richard Franz have?
Richard Franz has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Richard Franz passed?
Richard Franz passed the Series 65 in June 2020.
Where is Richard Franz based?
Richard Franz’s registered office is in St. Petersburg, FL.
Is Richard Franz registered with FINRA?
No. Richard Franz has no current broker registration.
How can I verify Richard Franz’s record?
Search CRD 4267898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Franz’s full registration record.
