Sapere Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,065

Total plan assets

$24.7M

Filings (rows)

Direct comp

$113K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Interchange Group, Inc. Interchange Group, Inc. 401(k) Plan · all filings	HARRISONBURG, VA	Advisor / Consultant	381	$9.8M	$39K	$0
Interchange Group, Inc. Interchange Group, Inc. 401(k) Plan · all filings	HARRISONBURG, VA	Advisor / Consultant	323	$8.1M	$42K	$0
Interchange Group, Inc. Interchange Group, Inc. 401(k) Plan · all filings	HARRISONBURG, VA	Advisor / Consultant	361	$6.8M	$32K	$0