Scott
Trease

Sapere Wealth Management, LLC

CRD#1298222
Investment Advisor
in Matthews, NC

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About this Advisor

Scott Trease is a financial advisor operating in Matthews, North Carolina who has 21 years of relevant experience. Trease is currently employed by Sapere Wealth Management, LLC. Throughout their career, they have worked at Sapere Wealth Management, LLC, Sapere Wealth Creation, LLC and Sapere Global Distributors, LLC. Trease has a Series 63 license, certifying them as a securities representative, and can advise clients in North Carolina. Sapere Wealth Management, LLC is an advisory firm that has its headquarters in Matthews, NC. The investment advisory business has a total of seven advisors. It controls $337 million in assets under management between its 230 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 230 accounts, 63% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Sapere Wealth Management, LLC performs a diverse set of services, such as 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. Fees for financial management usually are based on which services the firm provides the client. Fees billed by Sapere Wealth Management, LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

130 Matthews Station St. #2-A
Matthews, NC 28105

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Sapere Wealth Management, LLC Brokerage Details

Total Assets Under Management

$337,119,292

NC Average: $3,625,019,099
Total Number of Employees

7

NC Average: 22
Total Number of Accounts

230

NC Average: 1,917
Average Account Size

$1,465,736

NC Average: $1,890,985

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

Scott has been registered as a financial advisor for 21 years.*

2018 - Present (6 years)

Sapere Global Distributors, LLC

2002 - Present (22 years)

Sapere Wealth Management, LLC

2002 - Present (22 years)

Sapere Wealth Creation, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Kevin Wells
Charlottesville, VA
Jack Scott
Matthews, NC
Jeffrey Burton
Charlottesville, VA
Louise Hopkins
Charlottesville, VA
Carlton Dixon
Matthews, NC
Scott Trease
Matthews, NC
Kathleen Focht
Kinston, NC
Matthew Spear
Matthews, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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