# Cherry Bekaert Wealth Management

Cherry Bekaert Wealth Management is an Asset Manager based in Minnetonka, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Minnetonka, United States
- **Region:** North America
- **Address:** 200 South 10th Street Suite 900, Richmond, VA 23219, United States
- **Founded:** 1998
- **Assets under management:** 615 (Altss estimate)
- **Website:** www.cbhwealth.com

## About

Cherry Bekaert Wealth Management was established in 1998. It operates as a wealth manager serving high-net-worth individuals and institutions through standard advisory offerings. The firm focuses on financial planning services, wealth management, and retirement plan consulting. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. No additional offices, team size, or dated operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships are not disclosed. The firm maintains a conventional wealth-management mandate without evident hybrid structures or succession details in public sources.

## Questions

### Who runs investment decisions at Cherry Bekaert Wealth Management?

No named principals or CIO appear in available records.

### Does Cherry Bekaert Wealth Management participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are documented.

## Related profiles

- [Negaunee Foundation](https://altss.com/profile/negaunee-foundation)
- [Stephens Capital Partners](https://altss.com/profile/stephens-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cherry-bekaert-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology