Sapere Wealth Management, LLC
Sapere Wealth Management, LLC is a multi-family office headquartered in Mathews, United States.
Sapere Wealth Management, LLC
Sapere Wealth Management, LLC is a multi-family office headquartered in Mathews, United States. Founded in 2002 by investment adviser Scott Trease, the firm originated from his independent investment-management practice and serves high-net-worth families and foundations with portfolio management, asset allocation and estate planning services across the United States. It employs a discretionary, research-driven approach to capital preservation and growth—guides affluent families through tailored investment and planning solutions.
General information
Firm type
Multi Family Office
Year founded
2002
AUM
—
Location
Region
North America
Country
—
City
Mathews
Corporate office
—
Frequently asked questions
What is Sapere Wealth Management, LLC?
Sapere Wealth Management, LLC is a multi family office headquartered in Mathews.
When was Sapere Wealth Management, LLC founded?
Sapere Wealth Management, LLC was founded in 2002.
Where is Sapere Wealth Management, LLC headquartered?
Sapere Wealth Management, LLC is headquartered in Mathews, in the North America region.
What does Altss track for Sapere Wealth Management, LLC?
Altss maintains an OSINT-verified profile of Sapere Wealth Management, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Sapere Wealth Management, LLC's website?
Sapere Wealth Management, LLC's public website is www.sapere.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Sapere Wealth Management, LLC?
Sapere Wealth Management, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Sapere Wealth Management, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Sapere Wealth Management, LLC?
Sapere Wealth Management, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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