Berry Wealth Group, LP
● SEC registered since 2023CRD 327346SEC# 801-128496Granbury, TX
Reg. AUM
$274.5M
Employees
6
Accounts
938
Location
Granbury, TX
Berry Wealth Group, LP assets under management
Berry Wealth Group, LP operates as an SEC-registered investment adviser based in Granbury, TX. The firm has been registered since 2023. It reports $274.5 million in regulatory assets under management and employs 6 people.
Berry Wealth Group, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Berry Control | Owner | 25-50% | 2023 |
| Jml Berry Enterprises Inc. | Owner | 10-25% | 2023 |
| Michelle Leigh Berry Control | President And Chief Compliance Officer | 25-50% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Berry Wealth Group, LP manage?
Berry Wealth Group, LP reports $274.5 million in regulatory assets under management on its Form ADV.
How many employees does Berry Wealth Group, LP have?
Berry Wealth Group, LP reports 6 employees.
Where is Berry Wealth Group, LP located?
Berry Wealth Group, LP is based in Granbury, TX and has been SEC-registered since 2023.
Does Berry Wealth Group, LP disclose fund performance?
Berry Wealth Group, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 920 Whitehead Dr., Granbury, TX 76048 |
| Phone | 817-573-9595 |
| Fax | 817-573-2136 |
| Office hours | M-Th 8:30a.m.-4:30p.m. F:8:30a.m.-3:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2008410 |
| Discloses disciplinary history | No |
Regulatory AUM
$274.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$274.5Mregulatory AUM
Discretionary $69.5MNon-discretionary $205M