LP Profile

Sapere Wealth Management

Also known as sapere wealth

Wealth ManagerMatthews, United StatesFounded 2002
$345M
Assets Under Management
Matthews
Headquarters
Investment Focus

About Sapere Wealth Management

Sapere Wealth Management is a wealth manager based in Matthews, US. Founded in 2002. Reported AUM: 345 USD millions.

Preferred Sectors & Themes

Diversified

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sapere Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$604.8M
Total Clients
240
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sapere Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sapere Wealth Management?

Sapere Wealth Management is a wealth manager based in Matthews, United States, managing approximately $345M in assets.

Where is Sapere Wealth Management headquartered?

Sapere Wealth Management is headquartered in Matthews, United States.

How much does Sapere Wealth Management manage?

Sapere Wealth Management manages approximately $345M in assets under management.

When was Sapere Wealth Management founded?

Sapere Wealth Management was founded in 2002.

What does Sapere Wealth Management invest in?

Sapere Wealth Management focuses on Diversified.

How can I contact Sapere Wealth Management?

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