BERRY WEALTH GROUP, LP

BERRY WEALTH GROUP, LP of GRANBURY, TX is an SEC-registered investment adviser (CRD 327346). Regulatory assets under management: $274.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Jason BerryOWNERBurlingame, CA
Michelle Leigh BerryOWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER
Berry JasonOWNER
BERRY MICHELLE LEIGHOWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER

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