{
  "crd_number": 327346,
  "slug": "berry-wealth-group-granbury-tx-327346",
  "primary_business_name": "BERRY WEALTH GROUP",
  "legal_name": "BERRY WEALTH GROUP, LP",
  "dbas": [],
  "city": "Granbury",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "24180",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-31",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 274507209.0,
  "raum_discretionary": 69502272.0,
  "raum_non_discretionary": 205004937.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3388808.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 72874704.0,
      "count": 249
    },
    "high_net_worth_individuals": {
      "raum": 198243697.0,
      "count": 83
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://berrywg.com",
    "https://facebook.com/berrywealthservicesgroup",
    "https://linkedin.com/company/berry-wealth-group",
    "https://youtube.com/@BerryWealthGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327346",
  "city_as_filed": "GRANBURY",
  "url": "https://advisorcensus.com/firm/berry-wealth-group-granbury-tx-327346",
  "display_name": "Berry Wealth Group",
  "summary": "Berry Wealth Group is an SEC-registered investment advisory firm in Granbury, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Berry Wealth Group (CRD 327346): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Berry Wealth Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Berry Wealth Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Berry Wealth Group's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 states: Up to $999,999: 1.15% a year; $1,000,000 to $5,999,999: 1% a year; $6,000,000 to $30,000,000: 0.75% a year; Above $30,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Berry Wealth Group located?",
      "a": "Berry Wealth Group's principal office is in Granbury, TX, according to its Form ADV."
    },
    {
      "q": "Is Berry Wealth Group registered with the SEC or a state?",
      "a": "Berry Wealth Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327346."
    },
    {
      "q": "How much does Berry Wealth Group manage?",
      "a": "Berry Wealth Group reports $274,507,209 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (25% discretionary)."
    },
    {
      "q": "How have Berry Wealth Group's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Berry Wealth Group: Regulatory assets under management: $0 in the October 2023 data and $274,507,209 in the October 2026 data. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Berry Wealth Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (83)."
    },
    {
      "q": "Which custodians does Berry Wealth Group use?",
      "a": "Berry Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Berry Wealth Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327346"
    },
    {
      "q": "Does Berry Wealth Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 says: \"Berry Wealth Group generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This amount may be waived or reduced at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Berry Wealth Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $242,596,499 to $274,507,209 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 229705275.0,
      "total_employees": 6,
      "filing_date": "2024-06-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 242596499.0,
      "total_employees": 6,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 274507209.0,
      "total_employees": 6,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $242,596,499 to $274,507,209 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 22, 2026",
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "1.15%"
      },
      {
        "band": "$1,000,000 to $5,999,999",
        "rate": "1%"
      },
      {
        "band": "$6,000,000 to $30,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $30,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $999,999: 1.15% a year",
          "$1,000,000 to $5,999,999: 1% a year",
          "$6,000,000 to $30,000,000: 0.75% a year",
          "Above $30,000,000: see the brochure"
        ],
        "quotes": [
          "Wealth management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) $0 to $999,999 1.15% $1,000,000 to $5,999,999 1.00% $6,000,000 to $30,000,000 0.75% $30,000,001 and over Negotiable"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Berry Wealth Group generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This amount may be waived or reduced at the sole discretion of the Advisor."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) $0 to $999,999 1.15% $1,000,000 to $5,999,999 1.00% $6,000,000 to $30,000,000 0.75% $30,000,001 and over Negotiable",
      "Berry Wealth Group generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This amount may be waived or reduced at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/berry-wealth-group-granbury-tx-327346.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 249,
      "fewer_than_5": false,
      "raum": 72874704.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 198243697.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3388808.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327346",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}