CHERRY BEKAERT WEALTH MANAGEMENT LLC
CRD #108504 SEC #801-64395 RICHMOND, VA 804-673-5700
SEC Registered
Total AUM
$568.6M
Discretionary
$557.8M
Employees
16
Clients
--
Accounts
1,422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $568.6M | $557.8M | $10.8M | 16 | 39 |
| Mar 2022 | $615.5M | $604.3M | $11.2M | 16 | 41 |
| Nov 2021 | $615.5M | $604.3M | $11.2M | 17 | 41 |
| Aug 2021 | $615.5M | $604.3M | $11.2M | 16 | 41 |
| Jul 2021 | $615.5M | $604.3M | $11.2M | 17 | 41 |
| Jul 2021 | $615.5M | $604.3M | $11.2M | 17 | 41 |
| Mar 2021 | $501.9M | $493.2M | $8.7M | 17 | 47 |
| Oct 2020 | $501.9M | $493.2M | $8.7M | 17 | 47 |
| Oct 2020 | $501.9M | $493.2M | $8.7M | 17 | 47 |
| Sep 2020 | $501.9M | $493.2M | $8.7M | 17 | 47 |
| Jul 2020 | $501.9M | $493.2M | $8.7M | 16 | 47 |
| Jul 2020 | $501.9M | $493.2M | $8.7M | 16 | 47 |
| Jun 2020 | $515.5M | $506.8M | $8.7M | 15 | 43 |
| Oct 2019 | $515.5M | $506.8M | $8.7M | 15 | 43 |
| Jul 2019 | $515.5M | $506.8M | $8.7M | 15 | 43 |
| Apr 2019 | $439.4M | $430.9M | $8.6M | 15 | 33 |
| Nov 2018 | $439.4M | $430.9M | $8.6M | 16 | 33 |
| Nov 2018 | $439.4M | $430.9M | $8.6M | 16 | 33 |
| Sep 2018 | $439.4M | $430.9M | $8.6M | 16 | 33 |
| Jul 2018 | $439.4M | $430.9M | $8.6M | 16 | 33 |
| Apr 2018 | $352.6M | $345.7M | $6.9M | 13 | 489 |
| Oct 2017 | $352.6M | $345.7M | $6.9M | 13 | 489 |
| Aug 2017 | $352.6M | $345.7M | $6.9M | 14 | 489 |
| Jul 2017 | $352.6M | $345.7M | $6.9M | 14 | 489 |
| Jul 2016 | $311.7M | $304M | $7.7M | 12 | 458 |
| Dec 2015 | $307.9M | $300.2M | $7.7M | 14 | 454 |
| Nov 2015 | $307.9M | $300.2M | $7.7M | 14 | 454 |
| Oct 2015 | $307.9M | $300.2M | $7.7M | 14 | 454 |
| Jul 2015 | $307.9M | $300.2M | $7.7M | 14 | 454 |
| Jul 2014 | $280.6M | $275.8M | $4.8M | 13 | 441 |
| Feb 2014 | $250.5M | $246.9M | $3.6M | 14 | 428 |
| Sep 2013 | $250.5M | $246.9M | $3.6M | 14 | 428 |
| Jul 2013 | $250.5M | $243.7M | $6.8M | 14 | 428 |
| Oct 2012 | $224.6M | $221.1M | $3.6M | 11 | 400 |
| Jul 2012 | $224.6M | $221.1M | $3.6M | 11 | 400 |
| Mar 2012 | $211.6M | $209.1M | $2.5M | 11 | 400 |
| Nov 2011 | $202M | $199.9M | $2.1M | -- | -- |
| Jun 2011 | $202M | $199.9M | $2.1M | -- | -- |
| Feb 2011 | $191M | $189.4M | $1.6M | -- | -- |
| Nov 2010 | $191M | $189.4M | $1.6M | -- | -- |
| Nov 2010 | $191M | $189.4M | $1.6M | -- | -- |
| Jul 2010 | $191M | $189.4M | $1.6M | -- | -- |
| Mar 2010 | $177M | $170.2M | $6.8M | -- | -- |
| Aug 2007 | $207.4M | $207.4M | $0 | 10 | -- |
| Mar 2007 | $73.7M | $4.1M | $69.6M | -- | -- |
| Jun 2005 | $73.7M | $4.1M | $69.6M | -- | -- |
| Jun 2005 | $73.7M | $4.1M | $69.6M | -- | -- |
| Jun 2005 | $73.7M | $4.1M | $69.6M | -- | -- |
DateJul 2022
Total AUM$568.6M
Discretionary$557.8M
Non-Disc.$10.8M
Employees16
Clients39
DateMar 2022
Total AUM$615.5M
Discretionary$604.3M
Non-Disc.$11.2M
Employees16
Clients41
DateNov 2021
Total AUM$615.5M
Discretionary$604.3M
Non-Disc.$11.2M
Employees17
Clients41
DateAug 2021
Total AUM$615.5M
Discretionary$604.3M
Non-Disc.$11.2M
Employees16
Clients41
DateJul 2021
Total AUM$615.5M
Discretionary$604.3M
Non-Disc.$11.2M
Employees17
Clients41
DateJul 2021
Total AUM$615.5M
Discretionary$604.3M
Non-Disc.$11.2M
Employees17
Clients41
DateMar 2021
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees17
Clients47
DateOct 2020
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees17
Clients47
DateOct 2020
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees17
Clients47
DateSep 2020
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees17
Clients47
DateJul 2020
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees16
Clients47
DateJul 2020
Total AUM$501.9M
Discretionary$493.2M
Non-Disc.$8.7M
Employees16
Clients47
DateJun 2020
Total AUM$515.5M
Discretionary$506.8M
Non-Disc.$8.7M
Employees15
Clients43
DateOct 2019
Total AUM$515.5M
Discretionary$506.8M
Non-Disc.$8.7M
Employees15
Clients43
DateJul 2019
Total AUM$515.5M
Discretionary$506.8M
Non-Disc.$8.7M
Employees15
Clients43
DateApr 2019
Total AUM$439.4M
Discretionary$430.9M
Non-Disc.$8.6M
Employees15
Clients33
DateNov 2018
Total AUM$439.4M
Discretionary$430.9M
Non-Disc.$8.6M
Employees16
Clients33
DateNov 2018
Total AUM$439.4M
Discretionary$430.9M
Non-Disc.$8.6M
Employees16
Clients33
DateSep 2018
Total AUM$439.4M
Discretionary$430.9M
Non-Disc.$8.6M
Employees16
Clients33
DateJul 2018
Total AUM$439.4M
Discretionary$430.9M
Non-Disc.$8.6M
Employees16
Clients33
DateApr 2018
Total AUM$352.6M
Discretionary$345.7M
Non-Disc.$6.9M
Employees13
Clients489
DateOct 2017
Total AUM$352.6M
Discretionary$345.7M
Non-Disc.$6.9M
Employees13
Clients489
DateAug 2017
Total AUM$352.6M
Discretionary$345.7M
Non-Disc.$6.9M
Employees14
Clients489
DateJul 2017
Total AUM$352.6M
Discretionary$345.7M
Non-Disc.$6.9M
Employees14
Clients489
DateJul 2016
Total AUM$311.7M
Discretionary$304M
Non-Disc.$7.7M
Employees12
Clients458
DateDec 2015
Total AUM$307.9M
Discretionary$300.2M
Non-Disc.$7.7M
Employees14
Clients454
DateNov 2015
Total AUM$307.9M
Discretionary$300.2M
Non-Disc.$7.7M
Employees14
Clients454
DateOct 2015
Total AUM$307.9M
Discretionary$300.2M
Non-Disc.$7.7M
Employees14
Clients454
DateJul 2015
Total AUM$307.9M
Discretionary$300.2M
Non-Disc.$7.7M
Employees14
Clients454
DateJul 2014
Total AUM$280.6M
Discretionary$275.8M
Non-Disc.$4.8M
Employees13
Clients441
DateFeb 2014
Total AUM$250.5M
Discretionary$246.9M
Non-Disc.$3.6M
Employees14
Clients428
DateSep 2013
Total AUM$250.5M
Discretionary$246.9M
Non-Disc.$3.6M
Employees14
Clients428
DateJul 2013
Total AUM$250.5M
Discretionary$243.7M
Non-Disc.$6.8M
Employees14
Clients428
DateOct 2012
Total AUM$224.6M
Discretionary$221.1M
Non-Disc.$3.6M
Employees11
Clients400
DateJul 2012
Total AUM$224.6M
Discretionary$221.1M
Non-Disc.$3.6M
Employees11
Clients400
DateMar 2012
Total AUM$211.6M
Discretionary$209.1M
Non-Disc.$2.5M
Employees11
Clients400
DateNov 2011
Total AUM$202M
Discretionary$199.9M
Non-Disc.$2.1M
Employees--
Clients--
DateJun 2011
Total AUM$202M
Discretionary$199.9M
Non-Disc.$2.1M
Employees--
Clients--
DateFeb 2011
Total AUM$191M
Discretionary$189.4M
Non-Disc.$1.6M
Employees--
Clients--
DateNov 2010
Total AUM$191M
Discretionary$189.4M
Non-Disc.$1.6M
Employees--
Clients--
DateNov 2010
Total AUM$191M
Discretionary$189.4M
Non-Disc.$1.6M
Employees--
Clients--
DateJul 2010
Total AUM$191M
Discretionary$189.4M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2010
Total AUM$177M
Discretionary$170.2M
Non-Disc.$6.8M
Employees--
Clients--
DateAug 2007
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$73.7M
Discretionary$4.1M
Non-Disc.$69.6M
Employees--
Clients--
DateJun 2005
Total AUM$73.7M
Discretionary$4.1M
Non-Disc.$69.6M
Employees--
Clients--
DateJun 2005
Total AUM$73.7M
Discretionary$4.1M
Non-Disc.$69.6M
Employees--
Clients--
DateJun 2005
Total AUM$73.7M
Discretionary$4.1M
Non-Disc.$69.6M
Employees--
Clients--