BERKSHIRE MONEY MANAGEMENT, INC.

CRD 124873File 801-61763

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.23B

Above cohort median (national)

Discretionary AUM

$1.23B

Non-discretionary $597K

Clients

903

2,362 accounts

Employees

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: https://www.facebook.com/berkshiremoneymanagment/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.