Berry Wealth Group, Lp
- Regulatory AUM
- $275M
- Discretionary
- $69.5M
- Clients
- 332
- Avg AUM / client
- $827K
- Accounts
- 938
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 249 | $72.9M | 26.5% |
| High net worth individuals | 83 | $198M | 72.2% |
| Charitable organizations | Fewer than 5 clients | $3.4M | 1.23% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michelle Leigh Berry | President And Chief Compliance Officer | CFP | Dec 2005 (21y) | ≈ 7.5% – 25% via Jml Berry Enterprises Inc. |
| Berry, Jason | Owner | Jun 2023 (3y) | 25% – 50% | |
| Tanya Dee Gilliam | Registered representative | Sep 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jml Berry Enterprises Inc. | Owner | Jun 2023 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michelle Leigh Berry: 75% – 100% of Jml Berry Enterprises Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $275M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗