BERRY WEALTH GROUP, LP
Doing business as BERRY WEALTH GROUP. SEC Form ADV profile.
Total regulatory AUM
$274,507,209
Discretionary
$69,502,272
Non-discretionary
$205,004,937
Firm details
- CRD number
- 327346
- SEC file number
- 801-128496
- Main office
- GRANBURY, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.berrywg.com/
- Fee structure
-
Percentage of AUM
As of November 2026.