Berry Wealth Group

Berry Wealth Group, LP is an SEC‑registered advisory firm that manages approximately $274.5 million in client assets for about 332 clients and provides wealth management, investment management, retirement account advice, and financial planning to individuals, high net worth clients, trusts, estates, charities and businesses. The brochure indicates the firm operates with two advisory personnel and delivers services through account relationships custodied at a recommended broker‑dealer platform.

The firm’s investment approach is primarily long‑term and model‑driven, using low‑cost, diversified mutual funds and ETFs alongside individual stocks and bonds, and employs both fundamental and technical analysis to construct and monitor portfolios. Berry Wealth Group implements portfolios on both a discretionary and non‑discretionary basis, may use unaffiliated Independent Managers for portions of client assets, and documents that $205.0 million is managed non‑discretionary versus $69.5 million discretionary.

Noteworthy features in the brochure include the firm’s practice of advertising third‑party ratings in its materials (a relatively uncommon disclosure among peers), its institutional relationship with Raymond James that provides custody/brokerage and economic benefits, and the principal’s CFP certification plus staff who hold insurance licenses and conduct outside insurance and real estate businesses — arrangements the brochure discloses as potential conflicts of interest to be managed.