CHERRY BEKAERT WEALTH MANAGEMENT LLC
SEC file number 801-64395
· RICHMOND, VA
https://cbh.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$568.6M
Discretionary AUM
$557.8M
Employees
16
Clients
39
Firm
- Address
- 200 SOUTH 10TH STREET
RICHMOND, VA 23219 - Phone
- —
- Website
- https://cbh.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M