# BERRY WEALTH GROUP, LP

BERRY WEALTH GROUP, LP of GRANBURY, TX is an SEC-registered investment adviser.

## Registration

- CRD: 327346
- Type: SEC-registered investment adviser
- SEC file number: 801-128496
- Location: 920 WHITEHEAD DR., GRANBURY, TX, 76048
- Phone: 817-573-9595
- Latest filing: 2026-04-22
- Regulatory AUM: $274.5M
- Discretionary AUM: $69.5M
- Non-discretionary AUM: $205.0M
- Clients: 6
- Accounts: 938

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Berry | OWNER | Burlingame, CA |
| Michelle Leigh Berry | OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Berry Jason | OWNER | — |
| BERRY MICHELLE LEIGH | OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327346/similar
- Related entities: https://search.stillhousedata.com/firm/327346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.