# Scott Trease

> Scott Trease 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.

Page: https://find.wellspent.co/advisors/scott-trease/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sapere Wealth Management
- **Based in:** Matthews, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $604.8M across 240 accounts
- **CRD:** 1298222 (https://adviserinfo.sec.gov/individual/summary/1298222)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2006)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.sapere.com

## Frequently asked questions

### Is Scott Trease a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?

Scott's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Trease based?

Scott Trease is based in Matthews, North Carolina.

### Is Scott Trease registered with the SEC?

Yes. Scott Trease is registered as an investment adviser representative in NC (CRD 1298222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sapere Wealth Management manage?

Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.

### How do I contact Scott Trease?

Through Scott's website, www.sapere.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1298222): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.