Warren Gordon Spoor

Employer firm

Sagace Wealth Management CRD 307212

$163M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → Present
  Sagace Wealth Management Llc
  St. Petersburg, FL
• 01/2016 → 07/2024
  Sbf, Llc
  St. Petersburg, FL
• 07/2024 → Present
  Sorren, Inc,
  St. Petersburg, FL

Previous Registrations

• 2003-06-04 → 2018-01-08
  Ars Wealth Advisors
  St. Petersburg, FL

Other Businesses

1. WGS II CPA, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 1 hour per week, started 11/13/15, Duties: holding company for ownership interest in Accounting Platform Holdings, LLC 2. 16th Floor LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, member 0 hours per week, started 01/01/2022, Duties: No activity 3. SBF Investments I, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, 0 hours per week, started 07/19/21, Duties: Holding company for bank stock no other activity 4. Sorren, Inc, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 40 hours per week, started 8/19/15, Duties: Full service CPA firm 5. Bayview Insurance Solutions, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, 0 hours per week, Start: 12/21/11, Duties: Passive partner in an insurance brokerage business 6. SBFH Investments LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: member, 0 hours per week, start: 06/01/2023, Duties: holding company for ownership interest in Sagace Wealth Management, LLC. 7. El Cap Op Co, LLC, 262 4th Ave. N., St. Petersburg, FL 33701, nature of business/duties = passive minority owner for restaurant, start date = 01/01/2024, investment related = no, hours per week = 0. 8. El Cap Prop Co, LLC, 262 4th Ave. N., St. Petersburg, FL 33701, nature of business/duties = passive minority owner in real estate, start date = 01/01/2024, investment related = no, hours per week = 0. 9. ROOPS HOLDINGS, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, nature of business/duties= holding company for real estate development, start date= 8/1/2025, 1 hours/week.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21

Designations

• Personal Financial Specialist

Other Names

• W. Gordon Spoor
• W.G. Spoor
• Warren Gordon Spoor
• W Gordon Spoor