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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, MICHELLE, LEIGH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| Berry, Jason | I | OWNER | C | Control |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B | |
| JML BERRY ENTERPRISES INC. | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
| BERRY, MICHELLE, LEIGH | I | JML BERRY ENTERPRISES INC. | E | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
920 WHITEHEAD DR.GRANBURY, TX 76048
United States
Phone: 817-573-9595