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 23 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 11 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 19 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 15 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 17 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 17 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 13 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 19 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 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.