# Berry Wealth Group

> 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.

- CRD: 327346
- Filed as: BERRY WEALTH GROUP
- Legal name: Berry Wealth Group, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Granbury, TX
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327346
- AdvisorCensus page: https://advisorcensus.com/firm/berry-wealth-group-granbury-tx-327346

## Quick answers

**How is Berry Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Berry Wealth Group reports these compensation arrangements: a percentage of assets under its management.

**What does Berry Wealth Group's brochure say about its fees?**
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.

**Where is Berry Wealth Group located?**
Berry Wealth Group's principal office is in Granbury, TX, according to its Form ADV.

**Is Berry Wealth Group registered with the SEC or a state?**
Berry Wealth Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327346.

**How much does Berry Wealth Group manage?**
Berry Wealth Group reports $274,507,209 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (25% discretionary).

**How have Berry Wealth Group's assets and staff changed since 2023?**
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.

**What types of clients does Berry Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (83).

**Which custodians does Berry Wealth Group use?**
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.

**Does Berry Wealth Group report any disciplinary disclosures?**
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

**Does Berry Wealth Group state an account minimum?**
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."

**What changed in Berry Wealth Group's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- 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

> 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

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $274,507,209
- Discretionary: $69,502,272
- Non-discretionary: $205,004,937

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $72,874,704 |
| High net worth individuals | 83 | $198,243,697 |
| Charitable organizations | Fewer than 5 | $3,388,808 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- berrywg.com
- Facebook @berrywealthservicesgroup
- LinkedIn @berry-wealth-group
- YouTube @BerryWealthGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | August 14, 2023 |
| October 2024 | $229,705,275 | 6 | June 10, 2024 |
| October 2025 | $242,596,499 | 6 | April 28, 2025 |
| October 2026 | $274,507,209 | 6 | April 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $242,596,499 to $274,507,209 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berry Wealth Group (CRD 327346): Form ADV filing data as of October 2026.