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SAPERE WEALTH MANAGEMENT, LLC
SAPERE WEALTH MANAGEMENT, LLC
MATTHEWS, North Carolina
·
6 registered advisors
·
CRD# 119598
SEC# 801-61056
1
704-321-5244
01
Firm Overview
AUM
$345M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SAPERE WEALTH MANAGEMENT, LLC
6 registered advisors
Evan Gillespie Stratton
MATTHEWS, North Carolina
CRD# 1734110
Lisa Marie Trease
MATTHEWS, North Carolina
CRD# 5908042
Matthew William Spear
MATTHEWS, North Carolina
CRD# 2719253
Paul Francis Borrelli
MATTHEWS, North Carolina
CRD# 1268088
Richard Alan Von Gnechten
MATTHEWS, North Carolina
CRD# 1054456
Scott Patrick Trease
MATTHEWS, North Carolina
CRD# 1298222
05
Office Locations
MATTHEWS, North Carolina
6 advisors
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Data sourced from SEC Form ADV filings. SAPERE WEALTH MANAGEMENT, LLC (CRD# 119598) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.