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Lisa Marie Trease

SAPERE WEALTH MANAGEMENT, LLC·MATTHEWS, North Carolina
Unclaimed Profile
130 MATTHEWS STATION ST., MATTHEWS, NC 28105CRD# 5908042Firm CRD# 119598
01

About

Lisa Marie Trease 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SAPERE WEALTH MANAGEMENT, LLC
SAPERE WEALTH MANAGEMENT, LLC
AUM
$345M
Regulatory assets under management
Employees
7
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5908042
Firm CRD# 119598
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Trease offer?
Lisa Marie Trease specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Lisa Marie Trease's credentials?
Lisa Marie Trease is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Trease located?
Lisa Marie Trease 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 Lisa Marie Trease charge for services?
Lisa Marie Trease'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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Other advisors in MATTHEWS
Paul Francis Borrelli — SAPERE WEALTH MANAGEMENT, LLCRichard Alan Von Gnechten — SAPERE WEALTH MANAGEMENT, LLCEvan Gillespie Stratton — SAPERE WEALTH MANAGEMENT, LLCHoward Joseph Leonard — STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.Scott Patrick Trease — SAPERE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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