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BERRY WEALTH GROUP
Legal name: BERRY WEALTH GROUP, LP
CRD 327346File 801-128496
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$274.5M
Below cohort median (national)
Discretionary AUM
$69.5M
Non-discretionary $205.0M
Clients
332
938 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 31, 2023
- Principal office
- 920 WHITEHEAD DR., GRANBURY, TX, 76048
- Phone
- 817-573-9595
- Website
- http://www.berrywg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.5M
- Discretionary AUM
- $69.5M
- Non-discretionary AUM
- $205.0M
- Discretionary accounts
- 186
- Non-discretionary accounts
- 752
- Total accounts
- 938
- AUM per client
- $827K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.4M |
| High net worth individuals | 83 | $198.2M |
| Individuals (other than high net worth individuals) | 249 | $72.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.