Kathleen M Focht
Investment adviser representative at Sapere Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
$604.8MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Sapere Wealth Management, LLCJan 2005 to now
- Sapere Wealth Creation, LLCDec 2004 to now
- Carlton DixonJun 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (VA).
Sapere Wealth Management, LLC
$604.8MAssets managed
240Clients
7Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342252
- Firm CRD
- 119598