Berry Wealth Group is an SEC registered investment adviser organized as a limited partnership with a primary office location in Granbury, TX. Its latest Form ADV filing, dated April 22, 2026, reports $275M in regulatory assets under management, 6 employees, and 938 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
249
2
HNWI
25.0%
83
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of April 22, 2026
Discretionary25.3%
$70M
25% of total RAUM25.3%
Non-discretionary74.7%
$205M
75% of total RAUM74.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$275M
Total Accounts938
10Y AUM Change+$275M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee55:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.