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).

By the Numbers
  • Total Assets Under Management
    781
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $1,027,541
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, MD, NC, NJ, PA, SC, TN, TX, VA

Financial Advisors at Sapere Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Carlton E. Dixon
CRD#: 1254193
130 Matthews Sta Street #2-a, Matthews, NC 28105
96
Wealthminder
score

Carlton Dixon (CRD# 1254193) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 29 years of experience in the finance industry.

2
Jack P. Scott
CRD#: 2843025
130 Matthews Station St., Suite 2a, Matthews, NC 28105
96
Wealthminder
score

Jack Scott (CRD# 2843025) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 19 years of experience in the finance industry.

3
Matthew W. Spear
CRD#: 2719253
130 Matthews Station St. #2-a, Matthews, NC 28105
96
Wealthminder
score

Matthew Spear (CRD# 2719253) 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 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.

4
Scott P. Trease
CRD#: 1298222
130 Matthews Station St. #2-a, Matthews, NC 28105
96
Wealthminder
score

Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 10 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.

5
Kathleen M. Focht
CRD#: 4342252
130 Matthews Sta St #2a, Matthews, NC 28501
93
Wealthminder
score

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.

6
Bradley M. Greer
CRD#: 5072567
130 Matthews Station St., Suite 2a, Matthews, NC 28105
93
Wealthminder
score

Bradley Greer (CRD# 5072567) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 10 years of experience in the finance industry.

7
Andrew R. Harris
CRD#: 5652347
130 Matthews Station St., Suite 2a, Matthews, NC 28105
93
Wealthminder
score

Andrew Harris (CRD# 5652347) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 7 years of experience in the finance industry.

8
Louise C. Hopkins
CRD#: 5729854
675 Peter Jerfferson Parkway, Suite 145, Charlottesville, VA 22911
93
Wealthminder
score

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.

9
Kevin A. Wells
CRD#: 6111896
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA 22911
90
Wealthminder
score

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.

10
Jeffrey H. Burton
CRD#: 4496330
675 Peter Jefferson Parkway, Suite 145, Charlottesville, VA 22911
83
Wealthminder
score

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.

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