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- Custodian
- Axos · Community National Bank · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2002
- Office Locations
- 4
Office Locations
About Sapere Wealth Management, LLC
Sapere Wealth Management, LLC is a Matthews, NC-based RIA serving retail and institutional clients, offering financial planning with investment planning, tax and estate planning, insurance, and charitable giving. The firm manages portfolios on a fully discretionary basis, using mutual funds and ETFs alongside private funds (including private equity/hedge funds) for accredited and qualified investors, with custody including Northern Trust.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Owner & Executives
SCOTT PATRICK TREASE
Investment Advisor, Managing Member
- CRD
- #1298222
- Ownership
- 75% or more
LISA MARIE TREASE
Director
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Joseph M Brooks
--
- CRD
- #2664035
JEFFREY HOWELL BURTON
Financial Advisor
- CRD
- #4496330
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $604,819,704 | $2,520,082 |
| Non-Discretionary | $0 | -- |
| Total | $604,819,704 | $2,520,082 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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