Sapere Wealth Management, LLC
Sapere Wealth Management, LLC (CRD# 119598) is a financial advisory firm headquartered in Matthews, NC. They manage $780,931,400 in 760 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management781MILLION
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Total Number of Accounts760ACCOUNTS
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Average Account Value$1,027,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, IA, MD, NC, NJ, PA, SC, TN, TX, VA
Carlton Dixon (CRD# 1254193) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 30 years of experience in the finance industry.
Jack Scott (CRD# 2843025) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 20 years of experience in the finance industry.
Matthew Spear (CRD# 2719253) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 21 years of experience in the finance industry. Matthew Spear has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 11 years of experience in the finance industry. Scott Trease has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 15 years of experience in the finance industry.
Bradley Greer (CRD# 5072567) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 11 years of experience in the finance industry.
Andrew Harris (CRD# 5652347) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 8 years of experience in the finance industry.
Louise Hopkins (CRD# 5729854) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 7 years of experience in the finance industry.
Kevin Wells (CRD# 6111896) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 4 years of experience in the finance industry.
Jeffrey Burton (CRD# 4496330) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 14 years of experience in the finance industry.