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).
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Total Assets Under Management304MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$1,380,182
- 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, IL, MD, MN, NC, SC, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.