Sapere Wealth Management, LLC

Sapere Wealth Management, LLC (CRD# 119598) is a financial advisory firm headquartered in Matthews, NC. They manage $303,639,981 in 220 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
130 Matthews Station St., Suite 2a, Matthews, NC 28105
https://www.sapere.com
By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $1,380,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IA, IL, MD, MN, NC, SC, TX, VA

Financial Advisors at Sapere Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jeffrey Burton, financial advisor Charlottesville VA
Jeffrey H. Burton
CRD#: 4496330
675 Peter Jefferson Parkway, Suite 145, Charlottesville, VA 22911

Jeffrey Burton (CRD# 4496330) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 19 years of experience in the finance industry.

2
Carlton Dixon, financial advisor Matthews NC
Carlton E. Dixon
CRD#: 1254193
130 Matthews Sta Street #2-a, Matthews, NC 28105

Carlton Dixon (CRD# 1254193) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 35 years of experience in the finance industry.

3
Kathleen Focht, financial advisor Matthews NC
Kathleen M. Focht
CRD#: 4342252
130 Matthews Sta St #2a, Matthews, NC 28501

Kathleen Focht (CRD# 4342252) 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.

4
Louise Hopkins, financial advisor Charlottesville VA
Louise C. Hopkins
CRD#: 5729854
675 Peter Jerfferson Parkway, Suite 145, Charlottesville, VA 22911

Louise Hopkins (CRD# 5729854) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 12 years of experience in the finance industry.

5
Jack Scott, financial advisor Matthews NC
Jack P. Scott
CRD#: 2843025
130 Matthews Station St., Suite 2a, Matthews, NC 28105

Jack Scott (CRD# 2843025) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 25 years of experience in the finance industry.

6
Matthew Spear, financial advisor Matthews NC
Matthew W. Spear
CRD#: 2719253
130 Matthews Station St. #2-a, Matthews, NC 28105

Matthew Spear (CRD# 2719253) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 26 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.

7
Scott Trease, financial advisor Matthews NC
Scott P. Trease
CRD#: 1298222
130 Matthews Station St. #2-a, Matthews, NC 28105

Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 16 years of experience in the finance industry.

8
Kevin Wells, financial advisor Charlottesville VA
Kevin A. Wells
CRD#: 6111896
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA 22911

Kevin Wells (CRD# 6111896) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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