Warren Spoor has been an investment adviser representative at Sagace Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners. Warren Spoor holds a Master's in Accountancy from the University of South Florida and a Bachelor of Science in Accounting from Florida State University.
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.
Warren 'W.G.' Spoor is Partner of Sagace Wealth Management, based in St. Petersburg, FL. For almost 30 years, W.G. has worked closely with high net worth clients and business entities. His work has centered around tax planning, acquisitions, succession planning, retirement planning, and representation before the Internal Revenue Service and the Florida Department of Revenue. He served as Chair of the FICPA Board of Directors for the 2020-2021 year.
Warren Spoor’s longest registration was 14 years at Ars Wealth Advisors (2003–2018). Before joining Sagace Wealth Management in 2020, Warren Spoor was registered through Ars Wealth Advisors.
- Sagace Wealth ManagementCurrent– present · 6 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
- Ars Wealth Advisors– · 14 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 124185
Professional designations
Listed by Sagace Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Chartered Global Management Accountant (CGMA)
Investment adviser representative registrations
Warren Spoor is registered as an investment adviser representative in Florida, since June 2020.
- FloridaSince 10 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Warren Gordon Spoor
- CRD
- 4632357
- 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
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagacewealth.com
Where does Warren Spoor work?
Warren Spoor is an investment adviser representative registered through Sagace Wealth Management, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Warren Spoor a financial advisor?
Yes. Warren Spoor has a current investment-adviser registration in Florida, through Sagace Wealth Management since June 2020.
How many years of experience does Warren Spoor have?
Warren Spoor has 20 years in the financial industry, since November 2005, across 2 adviser firms.
What exams has Warren Spoor passed?
Warren Spoor passed the Series 65 in December 1999.
Where did Warren Spoor work before Sagace Wealth Management?
Before Sagace Wealth Management, Warren Spoor was registered through Ars Wealth Advisors, June 2003 to January 2018.
Where is Warren Spoor based?
Warren Spoor’s registered office is in St. Petersburg, FL.
Is Warren Spoor registered with FINRA?
No. Warren Spoor has no current broker registration.
How can I verify Warren Spoor’s record?
Search CRD 4632357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Spoor’s full registration record.
