SEC-Registered Investment Adviser
Sapere Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 13, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 5, 2002
- Principal office
- 130 Matthews Station St., Suite 2a, Matthews, NC 28105
- Organized as
- Limited Liability Company, NC
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTPS://WWW.SAPERE.COM
Scale
- Regulatory AUM
- $604.8M
- Accounts
- 240
- Clients
- 0
- Employees
- 7, 1 in advisory roles
- Private funds advised
- 6
- Private fund gross assets
- $210.5M
- Fund types
- 6 hedge funds
- Funds with Form D records
- 6 issuers in AltStreet's ledger, $389.2M reported sold across them
- Client assets in custody
- $210.7M (6 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and pension consulting
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth) (78); high net worth individuals (149); pension and profit sharing plans (4); charitable organizations (6); corporations or other businesses (3)
- Related persons include
- a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- civil court injunction (Item 11H(1)(a))
- civil court finding of a violation (Item 11H(1)(b))
- civil proceeding pending (Item 11H(2))
Form D activity of the funds this firm advises, by year
6 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from June 10, 2016 to September 23, 2020. Reported sold across them: $389.2M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2020 | 2 | $38.2M | 71 |
| 2016 | 4 | $351.0M | 273 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.