BERRY WEALTH GROUP

Overview

Berry Wealth Group is an independent Registered Investment Adviser formed as a limited partnership and registered with the SEC in 2023. The firm serves individual and family clients on a fee‑for‑assets basis and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It does not identify as an active ESG investor or as a pension consultant, and it operates under a domestic owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices