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SAPERE WEALTH MANAGEMENT, LLC

EIN 75-3034557-investment management-Latest filing 2025
Plans
1
Retirement
1
$9.8M assets
Welfare
0
Participants
6
130 MATTHEWS STATION STREET, STE. 2 - MATTHEWS, NC 281056712704-321-5244sapere.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001TraditionalDB-$9.8M - 6 part

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Retirement#001

SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$9.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$9.8M62025
Retirement plans
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