Lisa Marie Trease
MemberSapere Wealth Management, LLCCRD 5908042
About Lisa Marie Trease
Lisa Marie Trease is listed as Member at Sapere Wealth Management, LLC in Matthews, NC. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Sapere Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Marie Trease work?
Lisa Marie Trease is listed as Member at Sapere Wealth Management, LLC on SEC Form ADV.
How much of Sapere Wealth Management, LLC does Lisa Marie Trease own?
Form ADV reports a beneficial ownership band of 25-50%.
Sapere Wealth Management, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2010 |