Berkshire Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated March 31, 2026, reports $97M in regulatory assets under management, 2 employees, and 238 accounts.
Assets Under Management
$97M
Employees
2
Offices
--
Total Clients
250
Primary office
WYOMISSING, PA
2240 RIDGEWOOD ROAD, SUITE 101, WYOMISSING, PA, United States
Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
235
2
HNWI
6.0%
15
Categories with <5 clients
401K<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$97Mas of March 31, 2026
Discretionary96.3%
$93M
96% of total RAUM96.3%
Non-discretionary3.7%
$4M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$97M
Total Accounts238
10Y AUM Change$-7M (-6.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee125:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.