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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2002-06-10 |
Branch Locations
130 Matthews Station St. #2-A, Matthews, NC 28105 • United States
3 disclosure categories 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 | Matthews | NC | 06/2002 | Present |
| Sapere Wealth Creation, Llc | Matthews | NC | 06/2002 | Present |
| Sapere Global Distributors, Llc | Matthews | NC | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-23 |
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