Data / Investment advisers / Texas / Berry Wealth Group
Berry Wealth Group, Granbury, TX: $275 million AUM, SEC registered investment adviser
Berry Wealth Group is an SEC registered investment adviser with its main office in Granbury, Texas and reports $275 million in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 327346
- SEC file number
- 801-128496
- SEC status
- Approved, effective July 31, 2023
- Legal name
- Berry Wealth Group, LP
- Main office
- 920 Whitehead Dr., Granbury, TX 76048
- Phone
- (817) 573-9595
- Website
- berrywg.com
- Regulatory AUM
- $274,507,209 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $69,502,272
- Non discretionary AUM
- $205,004,937
- Accounts
- 938
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $198.2 million |
| Individuals (other than high net worth individuals) | 249 | $72.9 million |
| Charitable organizations | Fewer than 5 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $274.5 million | March 27, 2026 |
| December 1, 2025 | $242.6 million | November 5, 2025 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Berry Wealth Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.