WILKES-BARRE, PACRD 145463Latest ADV March 30, 2026
Berkshire Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilkes-Barre, PA. Its latest Form ADV filing, dated March 30, 2026, reports $2.8B in regulatory assets under management, 11 employees, and 2,486 accounts.
Assets Under Management
$2.8B
Employees
11
Offices
--
Total Clients
2,479
Primary office
WILKES-BARRE, PA
46 PUBLIC SQUARE, SUITE 700, WILKES-BARRE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.5% of total clients.
Top client categories% of clientsClients
1
HNWI
93.5%
2,318
2
Charitable
2.6%
64
3
Pension Plans
2.5%
63
4
Corporations
1.0%
26
5
Individuals
0.2%
4
Additional categories (<0.1%)
Investment Cos.<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 30, 2026
Discretionary96.3%
$2.7B
96% of total RAUM96.3%
Non-discretionary3.7%
$104M
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.
Total AUM$2.8B
Total Accounts2,486
10Y AUM Change+$628M (+29.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee225:1
10Y Employee Change+3 (+37.5%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.