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

Clients

Accounts

252

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BORRELLI, PAUL, FRANCIS	I	COO/CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	COO/CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	COO/CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
BORRELLI, PAUL, FRANCIS	I	CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CO-CHIEF OPERATING OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPEAR, MATTHEW, WILLIAM	I	CO-CHIEF OPERATING OFFICER	NA	Control
STRATTON, EVAN, GILLESPIE	I	CHIEF OPERATING OFFICER	NA
STRATTON, EVAN, GILLESPIE	I	CHIEF OPERATING OFFICER	NA
STRATTON, EVAN, GILLESPIE	I	CHIEF OPERATING OFFICER	NA
STRATTON, EVAN, GILLESPIE	I	CHIEF OPERATING OFFICER	NA
STRATTON, EVAN, GILLESPIE	I	CHIEF OPERATING OFFICER	NA
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
VON GNECHTEN, RICHARD, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, SCOTT, PATRICK	I	MANAGING MEMBER	E	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control
TREASE, LISA, MARIE	I	MEMBER	C	Control

Registrations

Federal

Mar 21, 2025 REGISTERED

Notice Filings (15)

CA FL GA IA IL MD MN NC NJ PA SC TN TX VA VT

Address

130 MATTHEWS STATION ST.
SUITE 2A
MATTHEWS, NC 28105
United States

Phone: 704-321-5244