Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BERRY WEALTH GROUP, LP

dba BERRY WEALTH GROUP · CRD 327346 · Registered Investment Adviser

BERRY WEALTH GROUP, LP is a Registered Investment Adviser headquartered in GRANBURY, TX. The firm reports $274,507,209 in regulatory assets under management across 938 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$69,502,272
Non-discretionary$205,004,937
Total RAUM$274,507,209
Accounts938

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 327346. adviserinfo.sec.gov/firm/summary/327346.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.