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Sapere Wealth Management, LLC CRD 119598
$605M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-03-10 |
Branch Locations
675 Peter Jefferson Parkway Suite 145, Charlottesville, VA 22911 • United States
130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sapere Wealth Management, Llc | Charlottesville | VA | 03/2008 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-27 |
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