Scott Trease has been Managing Member of Sapere Wealth Management since February 2002, is a control person of the firm and directly owns 75% or more of it.
Sapere Wealth Management, LLC is a Matthews, NC firm with $605M under management, 240 clients and 1 adviser across 2 offices, as of its March 2026 filing.
- – present · 24 yearsMatthews, NC · Adviser representative · Firm CRD 119598
Investment adviser representative registrations
Scott Trease is registered as an investment adviser representative in North Carolina, since June 2002.
- North CarolinaSince 10 June 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 82TO | Limited Representative-Private Securities Offerings | 14 June 2019 |
| Series 24 | General Securities Principal Examination | 18 April 2019 |
| Series 3 | National Commodity Futures Examination | 13 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2006 |
| Series 53 | Municipal Securities Principal Examination | 17 October 1996 |
| Series 7 | General Securities Representative Examination | 17 November 1984 |
- Name
- Limited Representative-Private Securities Offerings
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Patrick Trease
- CRD
- 1298222
- Firm
- Sapere Wealth Management · CRD 119598
- Role
- Managing Member
- Office
- 130 MATTHEWS STATION ST. #2-A, Matthews, NC 28105
- Registration
- Investment adviser registration
- In the industry since
- December 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Trease work?
Scott Trease has been Managing Member of Sapere Wealth Management, LLC since February 2002, and is a control person of the firm.
Is Scott Trease a financial advisor?
Yes. Scott Trease has a current investment-adviser registration in North Carolina, through Sapere Wealth Management since June 2002.
How many years of experience does Scott Trease have?
Scott Trease has 39 years in the financial industry, since December 1986, across 1 adviser firm.
What exams has Scott Trease passed?
Scott Trease has passed 6 licensing exams: the Series 7, Series 53, Series 63, Series 3, Series 24 and Series 82TO. The earliest, the Series 7, was passed in November 1984.
Where is Scott Trease based?
Scott Trease’s registered office is in Matthews, NC.
Is Scott Trease registered with FINRA?
No. Scott Trease has no current broker registration.
How can I verify Scott Trease’s record?
Search CRD 1298222 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Trease’s full registration record.