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Matthew William Spear

Sapere Wealth Management, LLC

Matthews, NC

CRD 2719253

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Employer firm

Sapere Wealth Management, LLC CRD 119598

$605M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Sapere Wealth Management, Llc

130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2002-06-10
  • NC RA
    APPROVED
    Since 2002-06-10

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sapere Wealth Management, Llc Matthews NC 06/2002 Present
Previous Registrations
  • 2001-12-31 → 2002-06-07
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-23
S65 Uniform Investment Adviser Law Examination 1996-02-22
  • S63 Uniform Securities Agent State Law Examination
    2019-11-23
  • S65 Uniform Investment Adviser Law Examination
    1996-02-22
Designations
  • Certified Financial Planner
Other Names
  • Matthew Spear

View on SEC IAPD

Nearby Firms

NEXUS CAPITAL INC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC

Nearby Investors

ANUP A DESAI
Nadir Kabir Noorani
AFZAL SADRUDDIN MITHWANI

Nearby Offices

NEXUS CAPITAL INC · MATTHEWS, NC
EDWARD JONES · MATTHEWS, NC
FOUNDERS FINANCIAL SECURITIES LLC · Matthews, NC

More in Matthews, NC

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