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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BERKSHIRE MONEY MANAGEMENT, INC.

CRD 124873

DALTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ce7e4bc-a2ad-bbc8-0c8a-0a0c54670011

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Jan 26, 2012 to Mar 11, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,362
Individual clients: 540
High net worth clients: 335
Custody, client assets: $416M
SEC number: 801-61763
CIK: 153517
CRD: 124873
Filings on the tape: 41
First filed: Jan 26, 2012
Latest filed: Mar 11, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALLEN PIERRE HARRIS	n/a	DALTON, MA	22	28	n/a	no
SCOTT CHRISTOPHER LITTLE	n/a	DALTON, MA	17	24	n/a	no
ZACHARY RYAN MARCOTTE	n/a	DALTON, MA	12	18	n/a	no
PETER JAMES COUGHLIN	n/a	DALTON, MA	9	41	1	no
JOHN ARTHUR BIELSKI	n/a	DALTON, MA	8	23	2	no
Lauren Michelle Beckett	n/a	DALTON, MA	8	12	n/a	no
Holly Kathleen Simeone	n/a	GREAT BARRINGTON, MA	4	11	n/a	no
Michael James O'Brien	n/a	DALTON, MA	1	12	n/a	no
PETER JEFFREY GAGNE	n/a	DALTON, MA	1	19	2	no
BRENDAN RICHARD BULLETT	n/a	DALTON, MA	0	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARVER, STACEY, LEE	CO-OWNER, CHIEF ENGAGEMENT OFFICER	C	yes	01/2024	Mar 11, 2026	Mar 11, 2026
HARRIS, ALLEN, PIERRE	CO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	D	yes	04/2001	Mar 11, 2026	Mar 11, 2026
WHEELER, NATALIE, ROSE	CHIEF OPERATING OFFICER	Na	yes	01/2020	Mar 11, 2026	Mar 11, 2026
LITTLE, SCOTT, CHRISTOPHER	ASSOCIATE VICE PRESIDENT	Na	no	01/2002	Mar 11, 2026	Mar 11, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GREAT BARRINGTON	Ma	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$1.2B	$1.2B	22	8	2	n/a	n/a
2024	Feb 28, 2025	$1.1B	$1.1B	18	8	2	n/a	n/a
2023	Mar 12, 2024	$904M	$904M	19	9	2	n/a	n/a
2022	Mar 20, 2023	$766M	$766M	19	9	2	n/a	n/a
2021	Feb 24, 2022	$853M	$853M	18	8	3	n/a	n/a
2020	Feb 10, 2021	$694M	$694M	13	7	0	n/a	n/a
2019	Feb 28, 2020	$609M	$609M	14	8	0	n/a	n/a
2018	Feb 1, 2019	$471M	$471M	12	8	0	n/a	n/a
2017	Feb 6, 2018	$464M	$464M	10	6	0	n/a	n/a
2016	Feb 3, 2017	$377M	$377M	8	5	n/a	n/a	n/a
2015	Jan 21, 2016	$322M	$322M	6	4	n/a	n/a	n/a
2014	Mar 4, 2015	$358M	$358M	6	4	n/a	n/a	n/a
2013	Feb 12, 2014	$333M	$333M	6	3	n/a	n/a	n/a
2012	Mar 26, 2013	$278M	$278M	5	3	n/a	n/a	n/a
2011	Mar 26, 2012	$259M	$259M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	14.1%	$766M	17.0%	22	18	2	2

Relationships

Registered with (13)

← BRENDAN RICHARD BULLETTAdvisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← PETER JEFFREY GAGNEAdvisorregistration: current employment
Aug 6, 2025 to presentfactForm ADV
← Michael James O'BrienAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← Holly Kathleen SimeoneAdvisorregistration: current employment
Jun 21, 2022 to presentfactForm ADV
← Lauren Michelle BeckettAdvisorregistration: current employment
Aug 23, 2018 to presentfactForm ADV
← JOHN ARTHUR BIELSKIAdvisorregistration: current employment
Jul 30, 2018 to presentfactForm ADV
← PETER JAMES COUGHLINAdvisorregistration: current employment
Dec 12, 2016 to presentfactForm ADV
← ZACHARY RYAN MARCOTTEAdvisorregistration: current employment
Feb 10, 2014 to presentfactForm ADV
← SCOTT CHRISTOPHER LITTLEAdvisorregistration: current employment
Jan 20, 2009 to presentfactForm ADV
← ALLEN PIERRE HARRISAdvisorregistration: current employment
Apr 6, 2004 to presentfactForm ADV
← NATHAN ROBERT TOMKIEWICZAdvisorregistration: previous registration
Sep 21, 2017 to Apr 17, 2025factForm ADV
← JARED REINSTEINAdvisorregistration: previous registration
May 21, 2021 to Apr 11, 2024factForm ADV
← IVORY JEROME JOHNSONAdvisorregistration: previous registration
Nov 27, 2007 to May 8, 2014factForm ADV

Controls (2)

← HARRIS, ALLEN, PIERREOwnerCEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 26, 2012 to Aug 14, 2024factForm ADV
← WHEELER, NATALIE, ROSEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Nov 18, 2021 to Aug 14, 2024factForm ADV

Owns (1)

← LITTLE, SCOTT, CHRISTOPHEROwnerASSOCIATE VICE PRESIDENT, ownership code NA, individual
Jan 26, 2012 to Aug 14, 2024factForm ADV

Dated events

Occurred
Apr 17, 2025
Advisor changed firm
Nathan Robert Tomkiewicz left Berkshire Money Management, Inc. for Tomkiewicz Wealth Management (registered 2025-05-23)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2024
Advisor changed firm
Jared Reinstein left Berkshire Money Management, Inc. for Planvision, Llc (registered 2024-05-08)
Form ADVobserved 4 days ago
Occurred
Feb 28, 2020
Regulatory AUM changed
Berkshire Money Management, Inc. reported RAUM $609.0M, up 29% from $470.9M (2019-04-22 to 2020-02-28)
Form ADVobserved 4 days ago
$138M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ce7e4bc-a2ad-bbc8-0c8a-0a0c54670011
First observed: Jan 26, 2012
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BERKSHIRE MONEY MANAGEMENT, INC.

CRD 124873

DALTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ce7e4bc-a2ad-bbc8-0c8a-0a0c54670011

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALLEN PIERRE HARRIS

n/a

DALTON, MA

n/a

SCOTT CHRISTOPHER LITTLE

n/a

DALTON, MA

n/a

ZACHARY RYAN MARCOTTE

n/a

DALTON, MA

n/a

PETER JAMES COUGHLIN

n/a

DALTON, MA

JOHN ARTHUR BIELSKI

n/a

DALTON, MA

Lauren Michelle Beckett

n/a

DALTON, MA

n/a

Holly Kathleen Simeone

n/a

GREAT BARRINGTON, MA

n/a

Michael James O'Brien

n/a

DALTON, MA

n/a

PETER JEFFREY GAGNE

n/a

DALTON, MA

BRENDAN RICHARD BULLETT

n/a

DALTON, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARVER, STACEY, LEE

CO-OWNER, CHIEF ENGAGEMENT OFFICER

yes

01/2024

Mar 11, 2026

HARRIS, ALLEN, PIERRE

CO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER

yes

04/2001

Mar 11, 2026

WHEELER, NATALIE, ROSE

CHIEF OPERATING OFFICER

yes

01/2020

Mar 11, 2026

LITTLE, SCOTT, CHRISTOPHER

ASSOCIATE VICE PRESIDENT

01/2002

Mar 11, 2026

City

State

Country

Employees

Also broker-dealer

GREAT BARRINGTON

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$1.2B

n/a

2024

Feb 28, 2025

$1.1B

n/a

2023

Mar 12, 2024

$904M

n/a

2022

Mar 20, 2023

$766M

n/a

2021

Feb 24, 2022

$853M

n/a

2020

Feb 10, 2021

$694M

n/a

2019

Feb 28, 2020

$609M

n/a

2018

Feb 1, 2019

$471M

n/a

2017

Feb 6, 2018

$464M

n/a

2016

Feb 3, 2017

$377M

n/a

2015

Jan 21, 2016

$322M

n/a

2014

Mar 4, 2015

$358M

n/a

2013

Feb 12, 2014

$333M

n/a

2012

Mar 26, 2013

$278M

n/a

2011

Mar 26, 2012

$259M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

14.1%

$766M

17.0%