# SAPERE WEALTH MANAGEMENT, LLC

SAPERE WEALTH MANAGEMENT, LLC of MATTHEWS, NC is an SEC-registered investment adviser.

## Registration

- CRD: 119598
- Type: SEC-registered investment adviser
- SEC file number: 801-61056
- Location: 130 MATTHEWS STATION ST., SUITE 2A, MATTHEWS, NC, 28105
- Phone: 704-321-5244
- Latest filing: 2026-03-13
- Regulatory AUM: $604.8M
- Discretionary AUM: $604.8M
- Clients: 7
- Accounts: 240

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Matthew William Spear | CO-CHIEF OPERATING OFFICER | — |
| Scott Patrick Trease | MANAGING MEMBER | — |
| Lisa Marie Trease | MEMBER | — |
| Paul Francis Borrelli | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | — |
| TREASE SCOTT PATRICK | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TREASE LISA MARIE | MEMBER | — |
| BORRELLI PAUL FRANCIS | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| VON GNECHTEN RICHARD ALAN | CHIEF FINANCIAL OFFICER | — |
| JOHNSON THOMAS MADISON | CHIEF FINANCIAL OFFICER | — |
| STRATTON EVAN GILLESPIE | CHIEF OPERATING OFFICER | — |
| SPEAR MATTHEW WILLIAM | CHIEF COMPLIANCE OFFICER; CO-CHIEF OPERATING OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-03-22 | civil | BREACH OF FIDUCIARY DUTY IN VIOLATION OF SECTION 206(2) OF THE ADVISERS ACT | Final | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119598/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119598/similar
- Related entities: https://search.stillhousedata.com/firm/119598/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119598

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.