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BERRY WEALTH GROUP
BERRY WEALTH GROUP, LP
CRD 327346 · SEC 801-128496
920 WHITEHEAD DR., GRANBURY, TX, 76048, United States
Phone
817-573-9595
Fax
817-573-2136
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.5M
Discretionary AUM
$69.5M
Team
6 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $72.9M |
| High net worth individuals | 83 | $198.2M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD