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BERRY WEALTH GROUP
920 Whitehead Dr.
Granbury, Texas 76048
Tel: 817-573-9595
About BERRY WEALTH GROUP
BERRY WEALTH GROUP, formally registered with the SEC as BERRY WEALTH GROUP. The firm was established in 07/31/2023. They have over 1 offices throughout the country.
BERRY WEALTH GROUP is a Granbury, Texas based Financial Planning firm with nearly $229,705,275 assets under management, offering retirement planning & investment advisory services to 899 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327346 |
| SEC# | 801-128496 |
| Assets Managed by Firm | $229,705,275 |
| No. of Clients | 899 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 899 | $229,705,275 |
| Individuals (other than high net worth individuals) | 281 | $69,364,242 |
| High net worth individuals | 63 | $157,353,658 |
| Charitable organizations | Fewer than 5 clients | $2,987,375 |
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|---|---|---|---|
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