BERRY WEALTH GROUP, LP

BERRY WEALTH GROUP
GRANBURY, Texas·2 registered advisors·CRD# 327346
SEC# 801-1284960817-573-9595
01

Firm Overview

AUM
$230M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at BERRY WEALTH GROUP, LP

2 registered advisors
Jason Berry
GRANBURY, Texas
Michelle Leigh Berry
GRANBURY, Texas
05

Office Locations

GRANBURY, Texas
2 advisors

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Data sourced from SEC Form ADV filings. BERRY WEALTH GROUP, LP (CRD# 327346) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.