Louise C. Hopkins

SAPERE WEALTH MANAGEMENT

CHARLOTTESVILLE, VA 22911

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CRD#: 5729854

Professional summary

Louise Cobb Hopkins, who also goes by Louise Minetree Cobb, Polly Cobb, is a registered financial advisor currently at SAPERE WEALTH MANAGEMENT, LLC located in Charlottesville, Virginia.

Louise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Louise has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Louise Minetree Cobb | Polly Cobb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louise Cobb Hopkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 3, 2009 - Present

SAPERE WEALTH MANAGEMENT, LLC

Office #1: 675 Peter Jerfferson Parkway Suite 145, Charlottesville, VA 22911Office #2: 130 Matthews Station St. Suite 2a, Matthews, NC 28105

RIA

CRD#: 119598

CHARLOTTESVILLE, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAPERE WEALTH MANAGEMENT, LLC

CRD#: 119598 / SEC#: 801-61056

RIA

Registered Investment Advisory firm - (4/5/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(12/3/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2009

Uniform Investment Adviser Law Examination

Current Firm

SAPERE WEALTH MANAGEMENT, LLC

CRD#: 119598 / SEC#: 801-61056

RIA

Registered Investment Advisory firm - (4/5/2002 Approved)

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Contact information

Main Address

130 Matthews Station St. Suite 2a, Matthews, NC 28105

Mailing Address

Phone number

(704) 321-5244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAPERE WEALTH MANAGEMENT - PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 346,213,230

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Louise C. Hopkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louise Cobb Hopkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPERE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

SAPERE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2009

Current Firm

SAPERE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAPERE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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