Paul Borrelli is a control person of Sapere Wealth Management and directly owns under 5% of it.
Sapere Wealth Management is an investment adviser based in Matthews, NC, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $605 million, as filed on 13 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1268088
- Firm
- Sapere Wealth Management · CRD 119598
- Role
- Chief Operating Officer; Chief Compliance Officer
- In role since
- January 2011 · 15 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Matthews, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Borrelli work?
Paul Borrelli has been Chief Operating Officer; Chief Compliance Officer of Sapere Wealth Management, LLC since January 2011, and is a control person of the firm.
How can I verify Paul Borrelli’s record?
Paul Borrelli’s role is listed on Sapere Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 119598.
- Matthew SpearCo-Chief Operating Officer
- Scott TreaseManaging Member
- Lisa TreaseMember