Unclaimed Profile

Matthew William Spear

SAPERE WEALTH MANAGEMENT, LLC·MATTHEWS, North Carolina

SIE, Series 2, Series 63, Series 65Clean record24 years registeredSAPERE WEALTH MANAGEMENT, LLC

130 MATTHEWS STATION ST., MATTHEWS, NC 28105CRD# 2719253Firm CRD# 119598

Profile Verification

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

Identity

Matthew William Spear · MATTHEWS, NC

Registration

CRD #2719253 · SAPERE WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SAPERE WEALTH MANAGEMENT, LLC

Jun 2002 – present

BLUE RONALD & CO LLC

Dec 2001 – Jun 2002

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAPERE WEALTH MANAGEMENT, LLC

CRD 119598 · SEC 801-61056

AUM

$345M

Regulatory assets under management

Employees

234 client accounts

Services offered by SAPERE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SAPERE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew William Spear offer?

Matthew William Spear specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MATTHEWS, North Carolina for a consultation.

What are Matthew William Spear's credentials?

Matthew William Spear is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew William Spear located?

Matthew William Spear 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 Matthew William Spear charge for services?

Matthew William Spear'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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