Sapere Wealth Management, LLC
Sapere Wealth Management, LLC (CRD# 119598) is a financial advisory firm headquartered in Matthews, NC. They manage $345,086,282 in 234 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management345MILLION
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Total Number of Accounts234ACCOUNTS
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Average Account Value$1,474,728
- 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 21 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 37 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 22 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 14 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 27 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 28 years of experience in the finance industry.
Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 18 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 11 years of experience in the finance industry.