Berkshire Money Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dalton, MA. Its latest Form ADV filing, dated March 11, 2026, reports $1.2B in regulatory assets under management, 22 employees, 2 offices, and 2,362 accounts.
Top client segmentIndividuals represent 59.8% of total clients.
Top client categories% of clientsClients
1
Individuals
59.8%
540
2
HNWI
37.1%
335
3
Charitable
1.7%
15
4
Corporations
0.8%
7
5
Pension Plans
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 11, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$597K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,362
10Y AUM Change+$850M (+225.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee41:1
10Y Employee Change+14 (+175.0%)
* 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.