SAAGA

Legal name: SAAGA, LLC

CRD 327015File 801-128286

APPROVED

Retail clients

Filing as of Aug 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$717.5M

Above cohort median (national)

Discretionary AUM

Non-discretionary $717.5M

Clients

565 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 21, 2023
Principal office: 1221 BRICKELL AVENUE, SUITE 2410, MIAMI, FL, 33131
Phone: 786-940-3505
Website: http://www.saagawealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $717.5M
Discretionary AUM: $0
Non-discretionary AUM: $717.5M
Discretionary accounts: 0
Non-discretionary accounts: 565
Total accounts: 565
AUM per client: $32.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	22	$717.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	7	6	decreased by1
Apr 1, 2026	Clients	21	22	increased by1
Apr 1, 2026	AUM	$603,470,494	$717,466,443	increased by$113,995,949
Apr 1, 2026	Accounts	516	565	increased by49
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SAAGA” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAAGA” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.