SEC Form ADV · CIK 2008410

BERRY WEALTH GROUP

Registered Investment AdviserTX
$274.5M
Assets Under Management
938
Total Clients
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Registration Details

CIK
2008410
Accession
CRD-327346
Location
GRANBURY, TX
Filing Date
April 22, 2026
AUM
$274.5M
Total Clients
938
Amendment
No

About this Adviser

BERRY WEALTH GROUP is a registered investment adviser headquartered in GRANBURY, TX, managing approximately $274.5M in assets across 938 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.