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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CHERRY BEKAERT WEALTH MANAGEMENT LLC

CRD 108504

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4c7d7b2-e40c-fb65-f090-a3c17419f304

Data as of Jul 26, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 13
On other graphs: 1
Observed: Mar 29, 2012 to Jul 26, 2022
36 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Cherry Bekaert Wealth Management LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $569MItem 5.F on the latest filing (2022-07-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $558M
Private client RAUM: $540MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 9
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 1,422
Individual clients: 427
High net worth clients: 192
Custody, client assets: $180M
SEC number: 801-64395
CRD: 108504
Filings on the tape: 36
First filed: Mar 29, 2012
Latest filed: Jul 26, 2022
Organised: Limited Liability Company, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHERRY BEKAERT LLP	ULTIMATE PARENT COMPANY/SOLE MEMBER	E	yes	08/1998	Jul 25, 2013	Jul 26, 2022
PELLER, JEFFREY, SCOTT	CEO/PRESIDENT	Na	yes	11/2021	Nov 23, 2021	Jul 26, 2022
BERTOZZI, NICHOLAS, ROGER	CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	Na	no	10/2018	Jul 27, 2018	Jul 26, 2022
WATKINS, WESLEY, HOWELL	MANAGING DIRECTOR	Na	no	12/2008	Mar 29, 2012	Jul 26, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHERRY BEKAERT LLP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Augusta	Ga	United States	2	yes
Bethesda	Md	United States	2	no
VIRGINIA BEACH	Va	United States	2	yes
CORAL GABLES	FL	United States	1	yes
FORT LAUDERDALE	FL	United States	1	no
Atlanta	Ga	United States	1	no
Charlotte	Nc	United States	1	no
Greenville	Sc	United States	1	no
Austin	TX	United States	1	no
TYSONS CORNER	Va	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Jul 26, 2022	$569M	$558M	16	9	10	n/a	n/a
2021	Jul 27, 2021	$615M	$604M	17	10	10	n/a	n/a
2020	Jul 29, 2020	$502M	$493M	16	9	9	n/a	n/a
2019	Jul 26, 2019	$516M	$507M	15	8	9	n/a	n/a
2018	Jul 27, 2018	$439M	$431M	16	10	10	n/a	n/a
2017	Jul 28, 2017	$353M	$346M	14	10	n/a	n/a	n/a
2016	Jul 29, 2016	$312M	$304M	12	8	n/a	n/a	n/a
2015	Jul 20, 2015	$308M	$300M	14	8	n/a	n/a	n/a
2014	Jul 23, 2014	$281M	$276M	13	7	n/a	n/a	n/a
2013	Jul 25, 2013	$251M	$244M	14	8	n/a	n/a	n/a
2012	Jul 30, 2012	$225M	$221M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$569M	$615M	-7.6%	$516M	3.3%	16	17	10	10

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHOREO, LLC	2	Jan 25, 2023	Apr 6, 2023	AUGUSTA, GA	Team lift out	RIA to RIA	25.0%
CHOREO, LLC	6	Jan 25, 2023	Jan 30, 2023	RICHMOND, VA	Firm absorbed	RIA to RIA	75.0%

Relationships

Owns (2)

← WATKINS, WESLEY, HOWELLOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← BERTOZZI, NICHOLAS, ROGEROwnerCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 27, 2018 to presentfactForm ADV

Controls (2)

← PELLER, JEFFREY, SCOTTOwnerCEO/PRESIDENT, ownership code NA, individual
Nov 23, 2021 to presentfactForm ADV
← CHERRY BEKAERT LLPOwnerULTIMATE PARENT COMPANY/SOLE MEMBER, ownership code E, domestic entity
Jul 25, 2013 to presentfactForm ADV

Moved with (1)

→ CHOREO, LLCRegistered adviser2 advisors, team lift out, same day
Jan 25, 2023 to Apr 6, 2023factForm ADV

Registered with (17)

← RICHARD DAVID CUNDEYAdvisorregistration: previous registration
May 26, 2004 to Jan 25, 2023factForm ADV
← WESLEY HOWELL WATKINSAdvisorregistration: previous registration
Jan 16, 2008 to Jan 25, 2023factForm ADV
← MARK TIMOTHY MAUNDAdvisorregistration: previous registration
Jul 6, 2000 to Jan 25, 2023factForm ADV
← JEFFREY ALLEN GUMPAdvisorregistration: previous registration
Sep 23, 2010 to Jan 25, 2023factForm ADV
← KEVIN MICHAEL SHEAAdvisorregistration: previous registration
Jun 15, 2004 to Jan 25, 2023factForm ADV
← NICHOLAS ROGER BERTOZZIAdvisorregistration: previous registration
Oct 24, 2018 to Jan 25, 2023factForm ADV
← PETER WILLIAM TOMASCHAdvisorregistration: previous registration
Sep 1, 2015 to Jan 25, 2023factForm ADV
← WILLIAM CARLTON SHEPHERDAdvisorregistration: previous registration
Jan 31, 2020 to Jan 25, 2023factForm ADV
← JEFFREY SCOTT PELLERAdvisorregistration: previous registration
Jan 4, 2022 to Aug 1, 2022factForm ADV
← CHRISTOPHER GEDDY HILLAdvisorregistration: previous registration
Mar 12, 2018 to Mar 23, 2022factForm ADV
← STEVEN ANDREW COOPERAdvisorregistration: previous registration
Sep 11, 2018 to Oct 18, 2018factForm ADV
← PATRICK JAMES RICEAdvisorregistration: previous registration
Jun 8, 2007 to Oct 15, 2010factForm ADV
← Marc Anthony VerdiAdvisorregistration: previous registration
Jan 21, 2009 to Sep 28, 2009factForm ADV
← DAVID BRUCE RICHARDSAdvisorregistration: previous registration
Mar 3, 2004 to Dec 10, 2008factForm ADV
← DAVID WORTH WINSLOWAdvisorregistration: previous registration
Sep 24, 2002 to Nov 2, 2007factForm ADV
← JOHN ALLEN CINDIAAdvisorregistration: previous registration
Aug 4, 2004 to Oct 19, 2006factForm ADV
← RICHARD JOHN BROCKAdvisorregistration: previous registration
Mar 8, 2000 to Oct 30, 2003factForm ADV

Dated events

Occurred
Jan 25, 2023
Firm absorbed
Cherry Bekaert Wealth Management LLC's advisors moved to Choreo, LLC (Richmond, VA): 6 of 8 registered, on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
Jan 25, 2023
Team lift-out
2 advisors left Cherry Bekaert Wealth Management LLC (Augusta, GA) for Choreo, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 25, 2023
Advisor changed firm
Wesley Howell Watkins left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-30)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Mark Timothy Maund left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-04-06)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Kevin Michael Shea left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-30)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Jeffrey Allen Gump left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-27)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Richard David Cundey left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-02-14)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Peter William Tomasch left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-26)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
Nicholas Roger Bertozzi left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-27)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2023
Advisor changed firm
William Carlton Shepherd left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-26)
Form ADVobserved 4 days ago
Occurred
Aug 1, 2022
Advisor changed firm
Jeffrey Scott Peller left Cherry Bekaert Wealth Management Llc for Savvy (registered 2025-01-22)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Advisor changed firm
Christopher Geddy Hill left Cherry Bekaert Wealth Management Llc for Heritage Investors Management Corp (registered 2022-03-24)
Form ADVobserved 4 days ago
Occurred
Nov 23, 2021
Control person joined
Scott Jeffrey Peller (Ceo/President) appeared on Schedule A of Cherry Bekaert Wealth Management Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4c7d7b2-e40c-fb65-f090-a3c17419f304
First observed: Mar 29, 2012
Last observed: Jul 26, 2022 50 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHERRY BEKAERT WEALTH MANAGEMENT LLC

CRD 108504

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4c7d7b2-e40c-fb65-f090-a3c17419f304

Data as of Jul 26, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHERRY BEKAERT LLP

ULTIMATE PARENT COMPANY/SOLE MEMBER

yes

08/1998

Jul 25, 2013

Jul 26, 2022

PELLER, JEFFREY, SCOTT

CEO/PRESIDENT

yes

11/2021

Nov 23, 2021

Jul 26, 2022

BERTOZZI, NICHOLAS, ROGER

CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

10/2018

Jul 27, 2018

Jul 26, 2022

WATKINS, WESLEY, HOWELL

MANAGING DIRECTOR

12/2008

Mar 29, 2012

Jul 26, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHERRY BEKAERT LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Augusta

United States

yes

Bethesda

United States

VIRGINIA BEACH

United States

yes

CORAL GABLES

United States

yes

FORT LAUDERDALE

United States

Atlanta

United States

Charlotte

United States

Greenville

United States

Austin

United States

TYSONS CORNER

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Jul 26, 2022

$569M

$558M

n/a

2021

Jul 27, 2021

$615M

$604M

n/a

2020

Jul 29, 2020

$502M

$493M

n/a

2019

Jul 26, 2019

$516M

$507M

n/a

2018

Jul 27, 2018

$439M

$431M

n/a

2017

Jul 28, 2017

$353M

$346M

n/a

2016

Jul 29, 2016

$312M

$304M

n/a

2015

Jul 20, 2015

$308M

$300M

n/a

2014

Jul 23, 2014

$281M

$276M

n/a

2013

Jul 25, 2013

$251M

$244M

n/a

2012

Jul 30, 2012

$225M

$221M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$569M

$615M

-7.6%

$516M

3.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHOREO, LLC

Jan 25, 2023

Apr 6, 2023

AUGUSTA, GA

Team lift out

RIA to RIA

25.0%

CHOREO, LLC

Jan 25, 2023

Jan 30, 2023

RICHMOND, VA

Firm absorbed

RIA to RIA

75.0%