Sapere Wealth Management, LLC
North Carolina
Registered In
02/19/2002
Incorp. Date
Company Summary
Sapere Wealth Management, LLC at 130 Matthews Station ST STE 2a, Matthews, Nc 28105 lists Lisa M Trease and Scott Patrick Trease of Matthews, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Trease, Scott P.
Registered Agent
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130 MATTHEWS STATION ST STE 2A, MATTHEWS, NC 28105
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Lisa M Trease
Member
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130 MATTHEWS STATION ST STE 2A, MATTHEWS, NC 28105
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Scott Patrick Trease
Manager
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130 MATTHEWS STATION ST STE 2A, MATTHEWS, NC 28105
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130 MATTHEWS STATION ST STE 2A, MATTHEWS, NC 28105
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Financial Information for Sapere Wealth Management, LLC
Form 5500
SAPERE WEALTH MANAGEMENT, LLC
130 Matthews Station Street, Ste. 2, Matthews, Nc 28105 (704) 321-5244 EIN:75-3034557 Plan Admin:Matt Spear| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,598,742 / $2,973,072 | 2022 | SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 10 / 10 | $3,598,742 / $2,973,072 |
| 2021 | Plan NameSAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,051,214 / $3,598,742 | 2021 | SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 10 / 10 | $4,051,214 / $3,598,742 |
| 2020 | Plan NameSAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY14 / 10 Assets BOY/EOY$3,586,509 / $4,051,214 | 2020 | SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 14 / 10 | $3,586,509 / $4,051,214 |
| 2019 | Plan NameSAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$3,188,231 / $3,586,509 | 2019 | SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 15 / 14 | $3,188,231 / $3,586,509 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SAPERE WEALTH MANAGEMENT LLC
130 Matthews Station St Ste 2A, Matthews, NC 28105-6721| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/25/2021 | Approved$169,672 Forgiven$171,454 LenderPNC Bank, National Association Jobs6 | 01/25/2021 | $169,672 | $171,454 | PNC Bank, National Association | 6 |
| 04/14/2020 | Approved$190,000 Forgiven$192,243 LenderPNC Bank, National Association Jobs7 | 04/14/2020 | $190,000 | $192,243 | PNC Bank, National Association | 7 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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