BERRY WEALTH GROUP, LP
Legal name: BERRY WEALTH GROUP
CRD #327346 SEC #801-128496 GRANBURY, TX 817-573-9595
SEC Registered
Total AUM
$242.6M
Discretionary
$242.6M
Employees
6
Clients
251
Accounts
997
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $242.6M | $242.6M | $0 | 6 | 0 |
| Apr 2025 | $242.6M | $242.6M | $0 | 6 | 0 |
| Mar 2025 | $242.6M | $242.6M | $0 | 6 | 0 |
| Jun 2024 | $229.7M | $229.7M | $0 | 6 | 0 |
| Mar 2024 | $229.7M | $229.7M | $0 | 6 | 0 |
| Feb 2024 | $229.7M | $229.7M | $0 | 6 | 0 |
| Nov 2023 | $212M | $212M | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 5 | 0 |
| Jun 2023 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0