Scott
Trease
Sapere Wealth Management, LLC
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About this Advisor
Scott Trease is a financial advisor based in Matthews, North Carolina, working with Sapere Wealth Management, LLC. Scott has previously held positions at Sapere Wealth Management, LLC, Sapere Wealth Creation, LLC, and Sapere Global Distributors, LLC. Scott has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Scott is part of Sapere Wealth Management, LLC, which operates out of Matthews, North Carolina. The firm has 1 office and 7 employees. The firm manages assets totaling $345.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Sapere Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sapere Wealth Management, LLC Brokerage Details
$345,086,282
7
234
$1,474,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Scott Trease Work History
Sapere Global Distributors, LLC
Sapere Wealth Management, LLC
Sapere Wealth Creation, LLC
Disclosures
Please visit the SEC profile of Scott Trease to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sapere Wealth Management, LLC
Matthews, NC
Charlottesville, VA
Charlottesville, VA
Matthews, NC
Charlottesville, VA
Matthews, NC
Matthews, NC
Matthews, NC
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