Sapere Wealth Management, LLC

CRD 119598 · Matthews, NC · $604.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 119598
SEC number: 801-61056
Firm type: RIA
Assets under management: $604.8M as of Mar 13, 2026
Website: www.sapere.com ↗
Phone: 704-321-5244
Address: 130 Matthews Station St., Matthews, NC, 28105

Advisors at this firm

7 in our index · page 1 of 1

Jeffrey Howell BurtonCRD 4496330 · Charlottesville, VA

IA Registered

Disclosure event(s) on record
Joseph M BrooksCRD 2664035 · Matthews, NC

IA RegisteredRegistration inactive
Carlton Elmer DixonCRD 1254193 · Matthews, NC

IA Registered
Kathleen M FochtCRD 4342252 · Matthews, NC

IA Registered
Louise Cobb HopkinsCRD 5729854 · Matthews, NC

IA Registered
Matthew William SpearCRD 2719253 · Matthews, NC

IA Registered
Scott Patrick TreaseCRD 1298222 · Matthews, NC

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

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