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BERKSHIRE MONEY MANAGEMENT, INC.

DALTON, MA · CRD 124873 · IAPD ↗ · 888-232-6072

$1.23BRegulatory AUM
8Advisory reps
22Employees
4Clients
11-25Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — BERKSHIRE MONEY MANAGEMENT, INC. crossed $1B in regulatory AUM ($903.8M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.