SAPERE WEALTH MANAGEMENT, LLC
CRD #119598 SEC #801-61056 MATTHEWS, NC 704-321-5244
SEC Registered Private Funds
Total AUM
$346.2M
Discretionary
$346.2M
Employees
7
Clients
51
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $346.2M | $346.2M | $0 | 7 | 0 |
| Aug 2024 | $345.1M | $345.1M | $0 | 7 | 0 |
| Jul 2024 | $345.1M | $345.1M | $0 | 7 | 0 |
| Mar 2024 | $345.1M | $345.1M | $0 | 7 | 0 |
| Sep 2023 | $337.1M | $337.1M | $0 | 7 | 0 |
| Jun 2023 | $337.1M | $337.1M | $0 | 7 | 0 |
| May 2023 | $337.1M | $337.1M | $0 | 7 | 0 |
| Mar 2023 | $337.1M | $337.1M | $0 | 7 | 0 |
| Oct 2022 | $303.6M | $303.6M | $0 | 7 | 0 |
| Mar 2022 | $303.6M | $303.6M | $0 | 7 | 0 |
| Mar 2021 | $267.9M | $267.9M | $0 | 9 | 0 |
| Feb 2021 | $285.4M | $285.4M | $0 | 9 | 0 |
| Mar 2020 | $285.4M | $285.4M | $0 | 9 | 0 |
| Mar 2019 | $436.1M | $436.1M | $0 | 17 | 0 |
| Jun 2018 | $607.6M | $607.6M | $0 | 17 | 0 |
| May 2018 | $607.6M | $607.6M | $0 | 17 | 0 |
| Mar 2018 | $607.6M | $607.6M | $0 | 17 | 0 |
| Mar 2017 | $709.1M | $709.1M | $0 | 17 | 315 |
| Mar 2016 | $780.9M | $780.9M | $0 | 19 | 329 |
| Sep 2015 | $945M | $945M | $0 | 18 | 350 |
| Jun 2015 | $945M | $945M | $0 | 18 | 350 |
| Apr 2015 | $945M | $945M | $0 | 18 | 350 |
| Mar 2015 | $945M | $945M | $0 | 18 | 350 |
| Oct 2014 | $1B | $1B | $0 | 18 | 375 |
| Mar 2014 | $1B | $1B | $0 | 18 | 375 |
| Apr 2013 | $1B | $752.6M | $265.5M | 17 | 396 |
| Apr 2012 | $874.8M | $874.8M | $0 | 11 | 390 |
| Apr 2011 | $778.3M | $778.3M | $0 | -- | -- |
| Apr 2011 | $778.3M | $778.3M | $0 | -- | -- |
| Mar 2008 | $514M | $514M | $0 | 10 | -- |
| Dec 2007 | $465.3M | $465.3M | $0 | 10 | -- |
| Oct 2007 | $465.3M | $465.3M | $0 | 10 | -- |
| Mar 2007 | $465.3M | $465.3M | $0 | 10 | -- |
| Feb 2006 | $359.6M | $359.6M | $0 | 10 | -- |
| Mar 2004 | $192.2M | $192.2M | $0 | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$436.1M
Discretionary$436.1M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$607.6M
Discretionary$607.6M
Non-Disc.$0
Employees17
Clients0
DateMay 2018
Total AUM$607.6M
Discretionary$607.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$607.6M
Discretionary$607.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees17
Clients315
DateMar 2016
Total AUM$780.9M
Discretionary$780.9M
Non-Disc.$0
Employees19
Clients329
DateSep 2015
Total AUM$945M
Discretionary$945M
Non-Disc.$0
Employees18
Clients350
DateJun 2015
Total AUM$945M
Discretionary$945M
Non-Disc.$0
Employees18
Clients350
DateApr 2015
Total AUM$945M
Discretionary$945M
Non-Disc.$0
Employees18
Clients350
DateMar 2015
Total AUM$945M
Discretionary$945M
Non-Disc.$0
Employees18
Clients350
DateOct 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients375
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients375
DateApr 2013
Total AUM$1B
Discretionary$752.6M
Non-Disc.$265.5M
Employees17
Clients396
DateApr 2012
Total AUM$874.8M
Discretionary$874.8M
Non-Disc.$0
Employees11
Clients390
DateApr 2011
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$514M
Discretionary$514M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$465.3M
Discretionary$465.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$359.6M
Discretionary$359.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--