⌕
Firm profile

Sapere Wealth Management, LLC

MATTHEWS, NCCRD 119598Latest ADV March 13, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOPaul F. Borrelli
COOMatthew W. Spear
COOPaul F. Borrelli

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.