City
Wealth management firms in Matthews, North Carolina
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Matthews, North Carolina reported $1.5 billion in regulatory assets under management; the largest by assets was Sapere Wealth Management, LLC, with $604.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $154.0 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sapere Wealth Management, LLC | SEC | $604.8 million | 240 |
| 2 | Family Wealth Partners, LLC | SEC | $392.4 million | 1,020 |
| 3 | Tassel Capital Management, Inc | SEC | $266.0 million | 850 |
| 4 | Carolina Strategy, LLC | SEC | $119.1 million | 182 |
| 5 | Telos Wealth Advisors | State | $87.6 million | 442 |
| 6 | Double Eagle Partners, LLC | State | $36.1 million | 151 |
| 7 | Woodgreen Advisory, LLC | State | $22.2 million | 10 |
| 8 | Nexus Capital Inc | State | $9.6 million | 75 |
| 9 | Alluvial Wealth Management | State | $1.8 million | 26 |
| 10 | Kubitree LLC | State | $0 | 0 |
Wealth management firms in North Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.