# CHERRY BEKAERT WEALTH MANAGEMENT LLC

CHERRY BEKAERT WEALTH MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 108504
- Type: SEC-registered investment adviser
- SEC file number: 801-64395
- Location: 200 SOUTH 10TH STREET, SUITE 900, RICHMOND, VA, 23219
- Phone: 804-673-5700
- Latest filing: 2022-07-26
- Regulatory AUM: $568.6M
- Discretionary AUM: $557.8M
- Non-discretionary AUM: $10.8M
- Clients: 16
- Accounts: 1,422

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| LEITER TINA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| MAUND MARK TIMOTHY | CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY; MANAGER & SECRETARY; MANAGER, SECRETARY & CHIEF COMPLIANCE OFFICER (+5 more) | — |
| CATES JOHN DOUGLASS | MANAGER & PRESIDENT; PRESIDENT | — |
| RICHARDS DAVID BRUCE | MANAGER & VICE PRESIDENT; MANAGER, VICE PRESIDENT & CCO; MANAGER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| SLATE CHRISTINE MCFADDEN | CHIEF COMPLIANCE OFFICER | — |
| WATKINS WESLEY HOWELL | MANAGING DIRECTOR; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| YOUNG MARK AARON | CHIEF COMPLIANCE OFFICER | — |
| BERTOZZI NICHOLAS ROGER | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| PETERS LILLIAN MARTINEZ | VICE PRESIDENT | — |
| TURNER JOSEPH LINWOOD | CHIEF COMPLIANCE OFFICER | — |
| HILL CHRISTOPHER GEDDY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| PELLER JEFFREY SCOTT | CEO/PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108504/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108504/similar
- Related entities: https://search.stillhousedata.com/firm/108504/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108504

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.