Sapere Wealth Management, LLC and Scott Trease


June 20, 2023

Type of alert:


The SEC settled charges against Sapere Wealth Management, LLC and Scott Trease for unsuitably recommending that clients invest over $7 million in risky deals. 

Trease befriended a self-described financier based on shared religious interests who identified numerous alternative-investment opportunities for Trease and Sapere. The opportunities raised several red flags indicating unsuitability however, Sapere and Trease still recommended them to at least three clients. The complaint charges Sapere and Trease with breaching their fiduciary duties of care.

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