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| Berry Wealth Group LP
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|---|---|
| CRD # | 327346 |
| SEC # | 801-128496 |
| CIK # | 0002008410 |
| AUM | 274.5 M (2026-04-22) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 817-573-9595 |
| Address | 920 Whitehead Dr Granbury, TX 76048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 3.2 | ||
| Marathon Petroleum Corp | 3.0 | ||
| Apple Inc | 3.0 | ||
| Eaton Corp Ltd | 2.2 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Motorola Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Ace Ltd | 1.5 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 72.9 |
| (b) Individuals (high net worth individuals) | 83 | 198.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 274.5 |
| By Discretionary | ||
| Discretionary | 186 | 69.5 |
| Non-Discretionary | 752 | 205.0 |
| Total | 938 | 274.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.5 | |
| Total | 938 | 274.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008410] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Roserock Wealth Management LLC
✚
|
TX | 275.0 M |
|
Cushing Capital Partners LLC
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|
WI | 274.7 M |
|
1492 Capital Management LLC
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WI | 274.6 M |
|
Sutterfield Financial Group Inc
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|
OK | 274.4 M |
|
Elite Financial Inc
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|
ID | 274.2 M |
|
Capasso Planning Partners LLC
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SC | 274.2 M |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 274.1 M |
|
Chronos Wealth Management LLC
✚
|
FL | 274.0 M |
|
Signature Financial Services Ltd
✚
|
IL | 274.0 M |
|
Lonestar Registered Investment Advisors PLLC
✚
|
TX | 274.0 M |