SAPERE WEALTH MANAGEMENT, LLC - Financial Advisor in North Carolina, Matthews

Tel: 704-321-5244 130 Matthews Station St. Suite 2a Matthews, North Carolina 28105

About SAPERE WEALTH MANAGEMENT, LLC

SAPERE WEALTH MANAGEMENT, LLC is a Matthews, North Carolina based financial advisory firm with nearly $345,086,282 in assets under management and provides investment advisory services for 234 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

119598

Firm SEC#:

801-61056

Assets Under Management:

$345,086,282

No. of Clients:

234

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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