BERRY WEALTH GROUP, LP

CRD

327346

SEC file #

801-128496

EIN

203985771

DBA names

Berry Wealth Group

Economics

AUM

$274.5M

AUM band

$100M-$500M

AUM trajectory

'25 · $242.6M

'26 · $274.5M

'25'26

$242.6M → $274.5M▲ +13%

sec adv history

Client mix

Individuals Other	249
Individuals High Net Worth	83

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 2 advisors

'25'26

3 advisors → 2 advisors▼ -33%

sec adv history

Primary office

GRANBURY TX

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

04/22/2026

ADV-W filed at

—

Website

berrywg.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Berry, Jason

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

Berry, Jason

BERRY, MICHELLE, LEIGH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BERRYWG.COM

Rdap Domain Creation Date

2023-03-09T21:01:05Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002008410

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-05

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0001951757-26-000698

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2252

Soi Zip Pct 200k Plus

0.063

Soi Zip Returns 200k Plus

800

Soi Zip Total AGI

1,052,077

Fdic Zip Total Deposits

18,224,405,000

Fdic Zip Branch Count

337

Fdic Zip Top Banks

The First National Bank of Granbury

Community Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

920 WHITEHEAD DR.GRANBURY, TX 76048

Business

920 WHITEHEAD DR.GRANBURY, TX 76048

Edgar EIN

203985771

Edgar Recent Filings

13F-HR2026-04-22 · 0001951757-26-000698

13F-HR2026-02-04 · 0001951757-26-000353

Fdic Zip Branches Raw

Community BankGranbury, TX

Community BankActon, TX

Fdic Zip HHI

2658.9

Fdic Zip Top Bank Share Pct

48.93

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-09T21:01:05Z

Rdap Domain Last Changed

2026-03-10T17:16:01Z

Rdap Nameservers

Ns6.wixdns.netNs7.wixdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	46,596
Returns	3,670

Stub 2

AGI	107,371
Returns	2,970

Stub 3

AGI	117,102
Returns	1,900

Soi Zip Total Business Income

39,419

Soi Zip Total Cap Gains

90,128

Soi Zip Total Dividends

22,808

Soi Zip Total Returns

12,700

Top Owner CRD

7778536

Trust Company Affiliate