SAPERE WEALTH MANAGEMENT, LLC

MATTHEWS, North Carolina·2 registered advisors·CRD# 119598

SEC# 801-610561704-321-5244

01

Firm Overview

AUM

$345M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

2

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

2 registered advisors

Matthew William Spear

MATTHEWS, North Carolina

Scott Patrick Trease

MATTHEWS, North Carolina

05

Office Locations

MATTHEWS, North Carolina

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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.