Wesley
Watkins
Choreo, LLC
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About this Advisor
Wesley Watkins is a personal financial specialist operating in Richmond, Virginia. Watkins is currently employed by Choreo, LLC. Their career trajectory has included roles at Cherry Bekaert Llp, Cherry Bekaert Wealth Management L.L.C and Choreo, LLC. Watkins maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Choreo, LLC is a firm operating out of Minneapolis, MN. It has offices in 31 locations and a total of 189 people on staff. It oversees $12 billion in assets across its 21,280 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 21,280 accounts, 64% belong to high-net-worth investors who have more than $1 million in assets available to invest. Choreo, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely vary depending on the type of services. However, fees billed by Choreo, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Wesley Watkins Work History
Wesley has been registered as a financial advisor for 0 years.*
Choreo, LLC
Cherry Bekaert Llp
Cherry Bekaert Llp
Cherry Bekaert Wealth Management L.L.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Watkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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