AUMdb

Saaga, Llc

SEC-registered Multi-Family Office · Small ($100M–$1B) CRD 327015 · SEC file 801-128286 · Miami, FL · www.saagawealth.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$717M
Discretionary
$0
Clients
22
Avg AUM / client
$32.6M
Accounts
565
Employees
6

AUM over time

$578M $717M
Nov 15, 2023 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 22 $717M 100.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Juan Pablo Martinez Blat Ceo, Cco May 2002 (24y) ≈ 56.25% – 100% via Agaas, Llc
Federico Colombo Registered representative Feb 2026 (0y)
Mateo Laresgoiti Registered representative Feb 2026 (0y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Agaas, Llc Owner Nov 2024 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Juan Pablo Martinez Blat: 75% – 100% of Agaas, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 906 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗