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BERKSHIRE MONEY MANAGEMENT, INC.
CRD 124873File 801-61763
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $597K
Clients
903
2,362 accounts
Employees
22
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 29, 2003
- Principal office
- 161 MAIN STREET, DALTON, MA, 01226
- Phone
- 888-232-6072
- Website
- HTTP://WWW.BERKSHIREMM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $597K
- Discretionary accounts
- 2,351
- Non-discretionary accounts
- 11
- Total accounts
- 2,362
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $26.6M |
| Charitable organizations | 15 | $1.4M |
| High net worth individuals | 335 | $965.2M |
| Pension and profit sharing plans | 6 | $19.8M |
| Individuals (other than high net worth individuals) | 540 | $214.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 22 | increased by4 |
| Apr 1, 2026 | Clients | 858 | 903 | increased by45 |
| Apr 1, 2026 | AUM | $1,075,414,036 | $1,227,078,134 | increased by$151,664,098 |
| Apr 1, 2026 | Accounts | 2,286 | 2,362 | increased by76 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 745 | 858 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $853,431,360 | $1,075,414,036 | increased by$221,982,676 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,924 | 2,286 | increased by362 |
| Mar 1, 2022 | Employees | 13 | 18 | increased by5 |
| Mar 1, 2022 | Clients | 679 | 745 | increased by66 |
| Mar 1, 2022 | AUM | $694,175,826 | $853,431,360 | increased by$159,255,534 |
| Mar 1, 2022 | Accounts | 1,763 | 1,924 | increased by161 |
| Jun 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BERKSHIRE MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BERKSHIRE MONEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.