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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 252 | 240 | decreased by12 |
| Apr 1, 2026 | AUM | $346,213,230 | $604,819,704 | increased by$258,606,474 |
| Apr 1, 2026 | Accounts | 252 | 240 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 216 | 252 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $303,639,981 | $346,213,230 | increased by$42,573,249 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 220 | 252 | increased by32 |
| Apr 1, 2022 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2022 | Clients | 214 | 216 | increased by2 |
| Apr 1, 2022 | AUM | $267,927,650 | $303,639,981 | increased by$35,712,331 |
| Apr 1, 2022 | Accounts | 223 | 220 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAPERE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAPERE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.