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Louise Cobb Hopkins

Sapere Wealth Management, LLC

Charlottesville, VA

Matthews, NC

CRD 5729854

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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
VA RA APPROVED 2009-12-03
  • VA RA
    APPROVED
    Since 2009-12-03

Branch Locations

675 Peter Jerfferson Parkway Suite 145, Charlottesville, VA 22911 • United States

130 Matthews Station St. Suite 2A, 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 Matthews NC 11/2008 Present
  • 11/2008 → Present
    Sapere Wealth Management
    Matthews, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-02
  • S65 Uniform Investment Adviser Law Examination
    2009-12-02
Other Names
  • Polly Cobb
  • Louise Minetree Cobb

View on SEC IAPD

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