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SAPERE WEALTH MANAGEMENT, LLC
CRD 119598 · SEC 801-61056
130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC, 28105, United States
Phone
704-321-5244
Fax
704-321-0016
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$604.8M
Discretionary AUM
$604.8M
Team
7 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $47.6M |
| High net worth individuals | 149 | $528.1M |
| Pension/profit sharing plans | 4 | $15.1M |
| Charitable organizations | 6 | $13.3M |
| Corporations/business entities | 3 | $656K |
States served
CA, GA, IL, IA, MD, MN, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD