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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- Jul 26, 2022
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTOZZI, NICHOLAS, ROGER | I | SECRETARY | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| BERTOZZI, NICHOLAS, ROGER | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| CATES, JOHN, DOUGLASS | I | MANAGER & PRESIDENT | NA | Control |
| CATES, JOHN, DOUGLASS | I | MANAGER & PRESIDENT | NA | Control |
| CATES, JOHN, DOUGLASS | I | MANAGER & PRESIDENT | NA | Control |
| CATES, JOHN, DOUGLASS | I | PRESIDENT | NA | Control |
| CATES, JOHN, DOUGLASS | I | PRESIDENT | NA | Control |
| CATES, JOHN, DOUGLASS | I | MANAGER & PRESIDENT | NA | Control |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| HILL, CHRISTOPHER, GEDDY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| LEITER, TINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAUND, MARK, TIMOTHY | I | MANAGER & SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | MANAGER, SECRETARY & CHIEF COMPLIANCE OFFICER | NA | Control |
| MAUND, MARK, TIMOTHY | I | MANAGER, SECRETARY & CHIEF COMPLIANCE OFFICER | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | MANAGER & SECRETARY | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| MAUND, MARK, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| PELLER, JEFFREY, SCOTT | I | CEO/PRESIDENT | NA | Control |
| PELLER, JEFFREY, SCOTT | I | CEO/PRESIDENT | NA | Control |
| PELLER, JEFFREY, SCOTT | I | CEO/PRESIDENT | NA | Control |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| PETERS, LILLIAN, MARTINEZ | I | VICE PRESIDENT | NA | |
| RICHARDS, DAVID, BRUCE | I | MANAGER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARDS, DAVID, BRUCE | I | MANAGER & VICE PRESIDENT | NA | Control |
| RICHARDS, DAVID, BRUCE | I | MANAGER & VICE PRESIDENT | NA | Control |
| RICHARDS, DAVID, BRUCE | I | VICE PRESIDENT/CCO | NA | Control |
| RICHARDS, DAVID, BRUCE | I | VICE PRESIDENT/CCO | NA | Control |
| RICHARDS, DAVID, BRUCE | I | MANAGER, VICE PRESIDENT & CCO | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TURNER, JOSEPH, LINWOOD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | PRESIDENT | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | Control |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | |
| WATKINS, WESLEY, HOWELL | I | MANAGING DIRECTOR | NA | |
| YOUNG, MARK, AARON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, MARK, AARON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, MARK, AARON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, MARK, AARON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHERRY BEKAERT LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
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| CHERRY BEKAERT LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | PARENT COMPANY | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | PARENT COMPANY | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
| CHERRY BEKAERT & HOLLAND, LLP | DE | ULTIMATE PARENT COMPANY/SOLE MEMBER | E | Control |
Registrations
Federal
IA
Jul 26, 2022 REGISTERED
Notice Filings (13)
AZ CA FL GA IL MD NC NH NY SC TN TX VA
Address
200 SOUTH 10TH STREETSUITE 900
RICHMOND, VA 23219
United States
Phone: 804-673-5700