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Building 2CHERRY BEKAERT WEALTH MANAGEMENT LLC

Map pinRICHMOND, VA
Phone804-673-5700
NotebookSEC #801-64395
Total AUM
$568.6M
Employees
16
Clients
649

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTH 10TH STREET
SUITE 900
RICHMOND
VA 23219
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-673-5700
Other Offices
10

ReceiptFinancials

Total AUM
$568.6M
Accounts
1,422
Discretionary
$557.8M
Accounts
1,404
Non-Discretionary
$10.8M
Accounts
18

ContactClients

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Individual Clients
427
AUM
$86.3M
HNW Individual Clients
192
AUM
$454.2M
Pension/Profit Sharing Plan Clients
18
AUM
$15.7M
Charitable Organization Clients
3
AUM
$1.2M
Corporation or Business Clients
9
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILMDNCNHNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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