Sapere Wealth Management LLC
Legal Name: SAPERE WEALTH MANAGEMENT, LLC
130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC
704-321-5244
https://www.sapere.com
Frequently Asked Questions (FAQ)
Full Contact Details
Sapere Wealth Management LLC
130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC
704-321-5244
704-321-0016
Other Info
Sapere Wealth Management LLC, legally known as SAPERE WEALTH MANAGEMENT, LLC, is a NC Limited Liability Company with 17 employees, 7 of which serve in advisory roles. Although the number of clients served by the firm is unknown, it has an approved SEC status with a registration date of Apr 5, 2002.
Direct Owners
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LISA MARIE TREASE
MEMBER owns more than 25% but less than 50%
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PAUL FRANCIS BORRELLI
CHIEF COMPLIANCE OFFICER owns less than 5%
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RICHARD ALAN VON GNECHTEN
CHIEF FINANCIAL OFFICER owns less than 5%
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SCOTT PATRICK TREASE
MANAGING MEMBER owns 75% or more
Custodians
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NORTHERN TRUST
United States