DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• W••••• G••••
Legal name B•••• W••••• G••••• L•
Latest filing Apr 22, 2026
First filing on the tape Jun 30, 2023 · 13 filings
SEC status approved since Jul 31, 2023
RAUM
$275M
reported, Item 5.F
Discretionary
25%
of RAUM
Private clients
99%
$271M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$137M
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$275M as of Apr 22, 2026
Feb 21, 2024$230M then
HNW client RAUM$198M as of Apr 22, 2026
Feb 21, 2024$157M then
State-registered IARs (5.B.3)2 as of Apr 22, 2026
Feb 21, 20243 then
Employees (5.A)6 as of Apr 22, 2026
Feb 21, 20246 then
Private funds: no history
RAUM +13% over the last fiscal yearIARs 3 to 2
Practice profile
derived from the filing of Apr 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $137MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 166derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $292,652derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 25%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.7%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $14.4M, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$198M72%
- Individuals$72.9M27%
- Charitable organizations$3.4M1.2%
- Individual clients
- 249reported
- HNW clients
- 83reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 938reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $14.4M for 10 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••••••• L•••• B••••Certified Financial Planner | Granbury, Tx | Sep 27, 2023 | 28 y | 2 |
| T•••• D•• G•••••• | Granbury, Tx | Sep 29, 2023 | 31 y | 9 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- T•••• D•• G•••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Sep 29, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- M••••••• L•••• B•••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Sep 27, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Oct 3, 2023 · Granbury, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• J•••• · Ownercontrolsince 06/2023 · owns 25% to 50%
- B••••• M•••••••• L•••• · President And Chief Compliance Officercontrolsince 06/2023 · owns 25% to 50%
- B••••• M•••••••• L•••• · Ownercontrolsince 12/2005 · owns 75% or more of J•• B•••• E••••••••• I•••
Entity owners
- J•• B•••• E••••••••• I••• · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Granbury, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Apr 22, 2026discretionary share of RAUM moved from 100.0% to 25.0% between the annual amendments of 2025-04-28 and 2026-04-22peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 997 to 938Nov 5, 2025 to Mar 27, 2026
- Advisory employees · 3 to 2Nov 5, 2025 to Mar 27, 2026
- HNW clients · 69 to 83Nov 5, 2025 to Mar 27, 2026
- Individual clients · 283 to 249Nov 5, 2025 to Mar 27, 2026
- Assets in custody · $8.7M to $14.4MNov 5, 2025 to Mar 27, 2026
- State-registered IARs · 3 to 2Nov 5, 2025 to Mar 27, 2026
- Discretionary RAUM · $243M to $69.5MNov 5, 2025 to Mar 27, 2026
- HNW RAUM · $171M to $198MNov 5, 2025 to Mar 27, 2026
- Individual RAUM · $68.1M to $72.9MNov 5, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $0 to $205MNov 5, 2025 to Mar 27, 2026
- RAUM · $243M to $275MNov 5, 2025 to Mar 27, 2026
- Accounts · 899 to 997Jun 10, 2024 to Apr 28, 2025
- HNW clients · 63 to 69Jun 10, 2024 to Apr 28, 2025
- Individual clients · 281 to 283Jun 10, 2024 to Apr 28, 2025
- Assets in custody · $14.5M to $8.7MJun 10, 2024 to Apr 28, 2025
- Financial planning clients · 251-500 to 251-500Jun 10, 2024 to Apr 28, 2025
- Discretionary RAUM · $230M to $243MJun 10, 2024 to Apr 28, 2025
- HNW RAUM · $157M to $171MJun 10, 2024 to Apr 28, 2025
- Individual RAUM · $69.4M to $68.1MJun 10, 2024 to Apr 28, 2025
- RAUM · $230M to $243MJun 10, 2024 to Apr 28, 2025
- Accounts · 837 to 899Nov 2, 2023 to Feb 21, 2024
- Charity clients · 1.0 to unsetNov 2, 2023 to Feb 21, 2024
- HNW clients · 60 to 63Nov 2, 2023 to Feb 21, 2024
- Individual clients · 226 to 281Nov 2, 2023 to Feb 21, 2024
- Pension plan clients · 13.0 to unsetNov 2, 2023 to Feb 21, 2024
- Assets in custody · $4.7M to $14.5MNov 2, 2023 to Feb 21, 2024
- Employees · 4 to 6Nov 2, 2023 to Feb 21, 2024
- Discretionary RAUM · $212M to $230MNov 2, 2023 to Feb 21, 2024
- HNW RAUM · $148M to $157MNov 2, 2023 to Feb 21, 2024
- Individual RAUM · $58.7M to $69.4MNov 2, 2023 to Feb 21, 2024
- Pension RAUM · 2119497.0 to unsetNov 2, 2023 to Feb 21, 2024
- RAUM · $212M to $230MNov 2, 2023 to Feb 21, 2024
- Accounts · 0 to 837Oct 5, 2023 to Nov 2, 2023
- Charity clients · unset to 1.0Oct 5, 2023 to Nov 2, 2023
- HNW clients · unset to 60.0Oct 5, 2023 to Nov 2, 2023
- Individual clients · unset to 226.0Oct 5, 2023 to Nov 2, 2023
- Pension plan clients · unset to 13.0Oct 5, 2023 to Nov 2, 2023
- Assets in custody · unset to 4693397.0Oct 5, 2023 to Nov 2, 2023
- Custody of client assets · false to trueOct 5, 2023 to Nov 2, 2023
- Financial planning clients · 0 to 251-500Oct 5, 2023 to Nov 2, 2023
Signals
2 dated events
- 2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (Granbury, TX) for B•••• W••••• G•••• on the same dayOct 3, 2023 · Team lift-out · derived
- B•••• W••••• G•••• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 817-573-2136reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 817-573-9595reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/berry-wealth-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 817-573-9595reportedpublic record, Form ADV, Apr 22, 2026
- Team page
- b••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $137Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026