AdvisorOS Directory
Claim Profile
MB

Michelle Leigh Berry

BERRY WEALTH GROUP, LP·GRANBURY, Texas
Unclaimed Profile
920 WHITEHEAD DR., GRANBURY, TX 76048CRD# 2953646Firm CRD# 327346
01

About

Michelle Leigh Berry is a registered financial advisor based in GRANBURY, Texas, affiliated with BERRY WEALTH GROUP, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERRY WEALTH GROUP, LP
BERRY WEALTH GROUP
AUM
$230M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BERRY WEALTH GROUP, LP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2953646
Firm CRD# 327346
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRANBURY?

Browse all registered financial advisors in GRANBURY, Texas or claim this profile if it's yours.

Browse GRANBURY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michelle Leigh Berry offer?
Michelle Leigh Berry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANBURY, Texas for a consultation.
What are Michelle Leigh Berry's credentials?
Michelle Leigh Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Leigh Berry located?
Michelle Leigh Berry is based in GRANBURY, Texas, working with BERRY WEALTH GROUP, LP. Their office serves clients in the GRANBURY metropolitan area and surrounding communities.
How does Michelle Leigh Berry charge for services?
Michelle Leigh Berry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERRY WEALTH GROUP, LP?
BERRY WEALTH GROUP, LP has approximately 6 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRANBURY
Jason Berry — BERRY WEALTH GROUP, LP
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile