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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