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SAPERE WEALTH MANAGEMENT, LLC

MATTHEWS, NC · CRD 119598 · IAPD ↗ · sapere.com · 704-321-5244

$604.8MRegulatory AUM
1Advisory reps
7Employees
0Clients
51-100Planning clients
6Private funds
11States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — SAPERE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($346.2M -> $604.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.