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SAPERE WEALTH MANAGEMENT, LLC
MATTHEWS, NC
704-321-5244
SEC #801-61056Total AUM
$604.8M
Employees
7Clients
240Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
130 MATTHEWS STATION ST.
SUITE 2A
MATTHEWS
NC 28105
United States
SUITE 2A
MATTHEWS
NC 28105
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
704-321-5244
Other Offices
1
Financials
Total AUM
$604.8M
Accounts
240Discretionary
$604.8M
Accounts
240Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
78AUM
$47.6M
HNW Individual Clients
149AUM
$528.1M
Pension/Profit Sharing Plan Clients
4AUM
$15.1M
Charitable Organization Clients
6AUM
$13.3M
Corporation or Business Clients
3AUM
$656.1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingPending Civil Proceeding
State Registrations
CAFLGAIAILMDMNNCSCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.