Sapere Wealth Management, Llc, NC — Investment Adviser | BuildTrust

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SAPERE WEALTH MANAGEMENT, LLC

Investment AdviceMATTHEWS, NC

Assets Under Management

$346.2M

Total AUM

Donut chart: Discretionary 346.2M
Category	Value
Discretionary	346.2M

Adviser Information

Field	Value
CRD Number	119598
SEC Number	801-61056
Street Address	130 MATTHEWS STATION ST.
Street Address 2	SUITE 2A
Location	MATTHEWS, NC 28105
Country	United States
Phone	704-321-5244
Fax	704-321-0016
Total Employees	7

Client Count by Type (252 Total)

Horizontal bar chart: High Net Worth Individual… 154, Individuals (other than H… 83, Charitable Organizations 6, Corporations/Businesses 5, Pension/Profit Sharing Pl… 4
Category	Value
High Net Worth Individual…	154
Individuals (other than H…	83
Charitable Organizations	6
Corporations/Businesses	5
Pension/Profit Sharing Pl…	4