How big is Sapere Wealth Management, LLC's plan?

Sapere Wealth Management, LLC's plan reported $5.1M in assets and 5 participants for 2024.

Original filing (PDF)20251001100321NAL0017656115001

Sapere Wealth Management, LLC

Name: Sapere Wealth Management, LLC — Sapere Wealth, Form 5500 (2024)
Creator: Sapere Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sapere Wealth Management, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Sapere Wealth Management, LLC's Sapere Wealth Management, LLC Defined Benefit Pension Plan held $5.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Sapere Wealth Management, LLC's EIN is 75-3034557.

EIN 75-3034557

Plan number 001

Plan year 2024

ACK ID 20251001100321NAL0017656115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sapere Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sapere Wealth Management, LLC's plan includes a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAPERE WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off