| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Berry Control | Owner | 25-50% | 2023 |
| Jml Berry Enterprises Inc. | Owner | 10-25% | 2023 |
| Michelle Leigh Berry Control | President And Chief Compliance Officer | 25-50% | 2023 |
Berry Wealth Group, LP reports $242.6 million in regulatory assets under management on its Form ADV.
Berry Wealth Group, LP reports 6 employees.
Berry Wealth Group, LP is based in Granbury, TX and has been SEC-registered since 2023.
Berry Wealth Group, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 920 Whitehead Dr., Granbury, TX 76048 |
| Phone | 817-573-9595 |
| Fax | 817-573-2136 |
| Office hours | M-Th 8:30a.m.-4:30p.m. F:8:30a.m.-3:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2008410 |
| Discloses disciplinary history | No |
| Discretionary | $242.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $242.6M |