Unclaimed Profile

Evan Gillespie Stratton

SAPERE WEALTH MANAGEMENT, LLC·MATTHEWS, North Carolina

SAPERE WEALTH MANAGEMENT, LLC

130 MATTHEWS STATION ST., MATTHEWS, NC 28105CRD# 1734110Firm CRD# 119598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Gillespie Stratton · MATTHEWS, NC

Registration

CRD #1734110 · SAPERE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Evan Gillespie Stratton is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with SAPERE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAPERE WEALTH MANAGEMENT, LLC

AUM

$345M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAPERE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1734110

Firm CRD# 119598

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Evan Gillespie Stratton offer?

Evan Gillespie Stratton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MATTHEWS, North Carolina for a consultation.

What are Evan Gillespie Stratton's credentials?

Evan Gillespie Stratton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Gillespie Stratton located?

Evan Gillespie Stratton is based in MATTHEWS, North Carolina, working with SAPERE WEALTH MANAGEMENT, LLC. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.

How does Evan Gillespie Stratton charge for services?

Evan Gillespie Stratton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAPERE WEALTH MANAGEMENT, LLC?

SAPERE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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