Cherry Bekaert Wealth Management LLC

Cherry Bekaert Wealth Management LLC (CRD# 108504) is a financial advisory firm headquartered in Richmond, VA. They manage $307,912,567 in 938 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $328,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TN, TX, VA

Financial Advisors at Cherry Bekaert Wealth Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
Richard D. Cundey
CRD#: 2457336
1029 Greene Street, Augusta, GA 30901
96
Wealthminder
score

Richard Cundey (CRD# 2457336) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 22 years of experience in the finance industry. Richard Cundey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas R. Bertozzi
CRD#: 4666789
200 South 10th Street, Suite 900, Richmond, VA 23219
93
Wealthminder
score

Nicholas Bertozzi (CRD# 4666789) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Richmond, VA and has over 10 years of experience in the finance industry.

3
Mark T. Maund
CRD#: 3012539
1029 Greene Street, Augusta, GA 30903
93
Wealthminder
score

Mark Maund (CRD# 3012539) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 18 years of experience in the finance industry.

4
Joseph B. McLeod
CRD#: 4528807
2626 Glenwood Avenue, Suite 200, Raleigh, NC 27608
93
Wealthminder
score

Joseph McLeod (CRD# 4528807) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Raleigh, NC and has over 14 years of experience in the finance industry.

5
Elizabeth M. Morrison
CRD#: 4530888
1029 Greene Street, Augusta, GA 30901
93
Wealthminder
score

Elizabeth Morrison (CRD# 4530888) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 16 years of experience in the finance industry.

6
Scott M. Moss
CRD#: 4005587
525 N. Tryon Street, Suite 1800, Charlotte, NC 28202
93
Wealthminder
score

Scott Moss (CRD# 4005587) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

7
Christine M. Slate
CRD#: 1571654
200 South 10th Street, Suite 900, Richmond, VA 23219
93
Wealthminder
score

Christine Slate (CRD# 1571654) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Richmond, VA and has over 12 years of experience in the finance industry.

8
Wesley H. Watkins
CRD#: 2992098
200 South 10th Street, Suite 900, Richmond, VA 23219
93
Wealthminder
score

Wesley Watkins (CRD# 2992098) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Richmond, VA and has over 18 years of experience in the finance industry.

9
Peter W. Tomasch
CRD#: 4974772
200 South 10th Street, Suite 900, Richmond, VA 23219
90
Wealthminder
score

Peter Tomasch (CRD# 4974772) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Richmond, VA and has 1 year of experience in the finance industry. Peter Tomasch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John O. Tabb
CRD#: 6290429
1029 Greene Street, Augusta, GA 30901
89
Wealthminder
score

John Tabb (CRD# 6290429) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 2 years of experience in the finance industry.

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