Berry Wealth Group

Berry Wealth Group (CRD# 327346) is a financial advisory firm headquartered in Granbury, TX. They manage $229,705,275 in 899 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
920 Whitehead Dr., Granbury, TX 76048
http://www.berrywg.com/
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $255,512
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Berry Wealth Group
Showing 1 - 3 of 3 top financial advisors.
1
Michelle Berry, financial advisor Granbury TX
Michelle L. Berry
CRD#: 2953646
920 Whitehead Dr., Granbury, TX 76048

Michelle Berry (CRD# 2953646) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 26 years of experience in the finance industry.

2
Tanya Gilliam, financial advisor Granbury TX
Tanya D. Gilliam
CRD#: 2573436
920 Whitehead Dr., Granbury, TX 76048

Tanya Gilliam (CRD# 2573436) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 29 years of experience in the finance industry.

3
Tonya Powell, financial advisor Granbury TX
Tonya R. Powell
CRD#: 5091043
920 Whitehead Dr., Granbury, TX 76048

Tonya Powell (CRD# 5091043) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals