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Berry Wealth Group

Berry Wealth Group. CRD 327346

B

CRD: 327346

Berry Wealth Group

Granbury, TX, 76048
8175739595
www.berrywg.com
$274.5M Total AUM
$69.5M Disc. AUM
-- 3Y CAGR
6 Employees
332 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
PrimeHarbor +more
Established Date
06-01-2023
Office Locations
1

Office Locations

920 Whitehead Dr. Granbury TX

About Berry Wealth Group

Berry Wealth Group is a Granbury, Texas-based advisory firm providing financial planning and wealth management, including investment planning, insurance, and legacy/charitable strategies. The team serves individuals and business owners/entrepreneurs, building asset-allocation portfolios that primarily use ETFs and mutual funds alongside fixed income. Clients can access accounts through the Raymond James Client Access portal.

Team overview

53 AVG AGE
$137.3M AVG AUM / ADVISOR
$826.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Bridge Insight

Client Personas

Eagle optima

Custodian

Element crest Timber north

Investment Themes

Fusion matrix

Investment Vehicles

Wave

Services

Catalyst Capital Foundation Insight alpha

Technology

Meridian catalyst Eagle Crest Crest

Owner & Executives

J

Jason Berry

Owner

CRD
--
Ownership
25% but less than 50%
(549) 541-3070
eagle.crest@radialcapital.com
in linkedin.com/in/oak-delta
M

MICHELLE LEIGH BERRY

Certified Financial Planner, Chief Compliance Officer, President

CRD
#2953646
Ownership
25% but less than 50%
(713) 891-6126
ridge.crest@oakcapital.com
in linkedin.com/in/momentum-delta

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Contacts

T

Tanya Dee Gilliam

--

CRD
#2573436
(970) 441-8505
momentum.horizon@timbercapital.com
in linkedin.com/in/signal-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2023
06-10-2024
11-05-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $69,502,272 $373,668
Non-Discretionary $205,004,937 $272,613
Total $274,507,209 $292,652

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Separately Managed Accounts

Total SMA Asset: $274,507,209

$274.5M Total SMA
Equity - Exchange:
17.6%
Public Funds:
13.5%
Cash:
14.9%
Municipal Bonds:
8.1%
Corporate - Investment Grade:
17.6%
U.S. Government/Agency:
18.3%
Corporate - Non-Investment Grade:
10.0%
Asset class Assets Assets %
Equity - Exchange $741,925,282 17.6%
Public Funds $569,090,415 13.5%
Cash $628,107,199 14.9%
Municipal Bonds $341,454,249 8.1%
Corporate - Investment Grade $741,925,282 17.6%
U.S. Government/Agency $771,433,673 18.3%
Corporate - Non-Investment Grade $421,548,454 10.0%
Total $4,215,484,554 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
WAVE VERTEX VITAL OAK XZW6HMO2W PFS 10.01% $20,878,801
VERTEX MERIDIAN PATHWAY CREST EU68FM114 AZHD 7.21% $83,510,077
VERTEX BEACON PIONEER ALPHA 6TEDLBOA7 VVC 1.65% $35,231,948
INSIGHT NORTH ALPHA PRIME 8RRRHOYSI JVC 2.67% $45,564,470
ZENITH VALUE GLACIER MATRIX U2N0308U3 QPG 8.03% $96,453,298
LEGACY GLACIER OPTIMA PIONEER HORIZON MJI8L55F6 BWH 3.09% $45,203,636
GLACIER MOMENTUM VITAL MERIDIAN EAGLE 0M2MYU9JT VLK 2.73% $37,116,410
PRIME WAVE EAGLE HARBOR 3D1BI3HWV JDZO 6.31% $10,462,779

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