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SAPERE WEALTH MANAGEMENT, LLC
CRD 119598File 801-61056
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$604.8M
Above cohort median (national)
Discretionary AUM
$604.8M
Clients
240
240 accounts
Employees
7
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 5, 2002
- Principal office
- 130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC, 28105
- Phone
- 704-321-5244
- Website
- HTTPS://WWW.SAPERE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $604.8M
- Discretionary AUM
- $604.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 240
- Non-discretionary accounts
- 0
- Total accounts
- 240
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $656K |
| Charitable organizations | 6 | $13.3M |
| High net worth individuals | 149 | $528.1M |
| Pension and profit sharing plans | Fewer than 5 | $15.1M |
| Individuals (other than high net worth individuals) | 78 | $47.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11H2
- Q11H1A
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.