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Sapere Wealth Management, LLC Overview
Type
Multi Family Office
Year Founded
2002
General Information
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.
Contact Information
Website:
https://www.sapere.com/
Year Founded:
2002
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Mathews, NC, United States
Portfolio & Notable Allocations
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