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President and Chief Compliance Officer · Berry Wealth Group

Michelle L. Berry

CRD 2953646 · Named on Form ADV at one SEC-registered adviser

At a glance

Berry Wealth Group, an SEC-registered wealth manager based in Granbury, TX with $275 million in regulatory assets, lists Michelle L. Berry on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Berry Wealth GroupPresident and Chief Compliance OfficerWealth manager · Granbury, TX · $275M in regulatory assets

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.