Overview
Assets Under Management: $345 million
Headquarters: MATTHEWS, NC
High-Net-Worth Clients: 154
Average Client Assets: $2 million
Frequently Asked Questions
SAPERE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119598), SAPERE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SAPERE WEALTH MANAGEMENT, LLC is headquartered in MATTHEWS, NC.
SAPERE WEALTH MANAGEMENT, LLC serves 154 high-net-worth clients according to their SEC filing dated August 27, 2024. View client details ↓
According to their SEC Form ADV, SAPERE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SAPERE WEALTH MANAGEMENT, LLC manages $345 million in client assets according to their SEC filing dated August 27, 2024.
According to their SEC Form ADV, SAPERE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 119598
Last Filing Date: 2024-08-27 00:00:00
Website: https://sapere.com