Kathleen Focht
Sapere Wealth Management · Matthews, North Carolina
Kathleen Focht is a fee-only financial advisor at Sapere Wealth Management in Matthews, North Carolina. Sapere Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sapere Wealth Management |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.8M across 240 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4342252 |
| Exams passed | Series 63 (2001) · Series 65 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sapere.com |
How Kathleen's firm compares
- Sapere Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 240 accounts).
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Questions about Kathleen
Is Kathleen Focht a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Sapere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Focht based?
Kathleen Focht is based in Matthews, North Carolina.
Is Kathleen Focht registered with the SEC?
Yes. Kathleen Focht is registered as an investment adviser representative in VA (CRD 4342252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapere Wealth Management manage?
Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.
How do I contact Kathleen Focht?
Through Kathleen's website, www.sapere.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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