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Sapere Wealth Management

EST. AUM
$346,213,230

CONTACTS
2

CLIENT ACCOUNTS
252

Firm Details

Metro area Charlotte
CRD Number 119598
Website sapere.com
Client types

Overview

Sapere is located in Matthews, a suburb just southeast of Charlotte. The firm builds models for its clients, which include individuals, family offices, endowments, foundations, and retirement plans. Sapere's models are focused on absolute return and contain Mutual Funds, ETFs, and some Private Funds. Their research philosophy comes from a fundamental, top-down global macro perspective. Sapere does have the ability to run in-house private fund of funds through an affiliated advisor. The firm's custodian is Fidelity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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