Sapere Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Matthews, NC. Its latest Form ADV filing, dated March 13, 2026, reports $605M in regulatory assets under management, 7 employees, 1 office, and 240 accounts.
Assets Under Management
$605M
Employees
7
Offices
1 office
Total Clients
240
Primary office
MATTHEWS, NC
130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC, United States
Top client segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
149
2
Individuals
32.5%
78
3
Charitable
2.5%
6
4
Pension Plans
1.7%
4
5
Corporations
1.3%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of March 13, 2026
Discretionary100.0%
$605M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$605M
Total Accounts240
10Y AUM Change$-104M (-14.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change-10 (-58.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.