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BERKSHIRE ASSET MANAGEMENT, LLC

WILKES-BARRE, PA · CRD 145463 · IAPD ↗ · berkshireasset.com · 570-825-2600

$2.79BRegulatory AUM
6Advisory reps
11Employees
4Clients
n/aPlanning clients
2Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BERKSHIRE ASSET MANAGEMENT, LLC notice-filed in HI, MN, MT, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — BERKSHIRE ASSET MANAGEMENT, LLC notice-filed in AK, MO, NH, OK, RI, SD, UT, WA, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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