Sapere Wealth Management, LLC
Sapere Wealth Management, LLC is an SEC-registered wealth manager in Matthews, NC with $604.8M assets under management (AUM, regulatory AUM), +75% over one year. See who owns Sapere Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119598, SEC 801-61056, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $604.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Matthews, NC
- Employees
- 7
- Clients
- 240
- CRD
- 119598
- Ownership
- TREASE, SCOTT, PATRICK; TREASE, LISA, MARIE; STRATTON, EVAN, GILLESPIE; BORRELLI, PAUL, FRANCIS; VON GNECHTEN, RICHARD, ALAN
How much AUM does Sapere Wealth Management, LLC have?
Sapere Wealth Management, LLC reported $604.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Sapere Wealth Management, LLC?
Disclosed owners and executives of Sapere Wealth Management, LLC include TREASE, SCOTT, PATRICK, TREASE, LISA, MARIE, STRATTON, EVAN, GILLESPIE, BORRELLI, PAUL, FRANCIS, VON GNECHTEN, RICHARD, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.