Berry Wealth Group
Berry Wealth Group is an SEC-registered mass-market adviser in Granbury, TX with $274.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Berry Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327346, SEC 801-128496, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $274.5M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Granbury, TX
- Employees
- 6
- Clients
- 332
- CRD
- 327346
- Ownership
- Berry, Jason; BERRY, MICHELLE, LEIGH; JML BERRY ENTERPRISES INC.
How much AUM does Berry Wealth Group have?
Berry Wealth Group reported $274.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Berry Wealth Group?
Disclosed owners and executives of Berry Wealth Group include Berry, Jason, BERRY, MICHELLE, LEIGH, JML BERRY ENTERPRISES INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.