SAPERE WEALTH MANAGEMENT, LLC

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

About SAPERE WEALTH MANAGEMENT, LLC

SAPERE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SAPERE WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2002. They have over 2 offices throughout the country.

SAPERE WEALTH MANAGEMENT, LLC is a Matthews, North Carolina based Financial Planning firm with nearly $345,086,282 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119598
SEC#	801-61056
Assets Managed by Firm	$345,086,282
No. of Clients	234
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	234	$345,086,282
Individuals (other than high net worth individuals)	71	$32,330,530
High net worth individuals	148	$290,364,174
Pension and profit sharing plans	6	$13,653,722
Charitable organizations	6	$8,220,841
Corporations or other businesses	3	$517,015

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