BERKSHIRE MONEY MANAGEMENT, INC.
CRD #124873 SEC #801-61763 DALTON, MA 888-232-6072
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
18
Clients
11
Accounts
2,286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $231.4K | 18 | 7 |
| Feb 2025 | $1.1B | $1.1B | $231.4K | 18 | 7 |
| Aug 2024 | $903.8M | $903.6M | $139.6K | 19 | 4 |
| Aug 2024 | $903.8M | $903.6M | $139.6K | 19 | 4 |
| May 2024 | $903.8M | $903.6M | $139.6K | 19 | 4 |
| Apr 2024 | $903.8M | $903.6M | $139.6K | 19 | 4 |
| Mar 2024 | $903.8M | $903.6M | $139.6K | 19 | 4 |
| Aug 2023 | $765.6M | $765.6M | $0 | 19 | 2 |
| Mar 2023 | $765.6M | $765.6M | $0 | 19 | 2 |
| Sep 2022 | $853.4M | $853.2M | $209.6K | 18 | 10 |
| Apr 2022 | $853.4M | $853.2M | $209.6K | 18 | 10 |
| Feb 2022 | $853.4M | $853.2M | $209.6K | 18 | 10 |
| Nov 2021 | $694.2M | $694.2M | $0 | 13 | 2 |
| Jul 2021 | $694.2M | $694.2M | $0 | 13 | 2 |
| May 2021 | $694.2M | $694.2M | $0 | 13 | 2 |
| Feb 2021 | $694.2M | $694.2M | $0 | 13 | 2 |
| Feb 2021 | $694.2M | $694.2M | $0 | 13 | 2 |
| Aug 2020 | $609M | $609M | $0 | 14 | 2 |
| Jul 2020 | $609M | $609M | $0 | 14 | 2 |
| Jun 2020 | $609M | $609M | $0 | 14 | 2 |
| May 2020 | $609M | $609M | $0 | 14 | 2 |
| Feb 2020 | $609M | $609M | $0 | 14 | 2 |
| Apr 2019 | $470.9M | $470.9M | $0 | 12 | 0 |
| Mar 2019 | $470.9M | $470.9M | $0 | 12 | 0 |
| Feb 2019 | $470.9M | $470.9M | $0 | 12 | 0 |
| May 2018 | $464.2M | $464.2M | $0 | 10 | 0 |
| Feb 2018 | $464.2M | $464.2M | $0 | 10 | 0 |
| Dec 2017 | $377.2M | $377.2M | $0 | 8 | 1 |
| Feb 2017 | $377.2M | $377.2M | $0 | 8 | 400 |
| Jan 2016 | $321.5M | $321.5M | $0 | 6 | 400 |
| Sep 2015 | $358.4M | $358.4M | $0 | 6 | 500 |
| Mar 2015 | $358.4M | $358.4M | $0 | 6 | 500 |
| Jan 2015 | $333.4M | $333.4M | $0 | 6 | 400 |
| Feb 2014 | $333.4M | $333.4M | $0 | 6 | 400 |
| Jan 2014 | $278.2M | $278.2M | $0 | 5 | 400 |
| Mar 2013 | $278.2M | $278.2M | $0 | 5 | 400 |
| Nov 2012 | $259.1M | $259.1M | $0 | 5 | 400 |
| Nov 2012 | $259.1M | $259.1M | $0 | 5 | 400 |
| Mar 2012 | $259.1M | $259.1M | $0 | 6 | 400 |
| Jan 2012 | $261.8M | $261.8M | $0 | 6 | 400 |
| Apr 2011 | $261.8M | $261.8M | $0 | 10 | -- |
| Mar 2011 | $261.8M | $261.8M | $0 | 10 | -- |
| Jan 2011 | $218.2M | $218.2M | $0 | 10 | -- |
| Jul 2010 | $218.2M | $218.2M | $0 | 10 | -- |
| Mar 2010 | $218.2M | $218.2M | $0 | 10 | -- |
| Mar 2009 | $172.1M | $172.1M | $0 | 5 | -- |
| Feb 2009 | $196.7M | $196.7M | $0 | 5 | -- |
| Jan 2008 | $196.7M | $196.7M | $0 | 5 | -- |
| Nov 2007 | $193M | $193M | $0 | 5 | -- |
| Feb 2007 | $193M | $193M | $0 | 5 | -- |
| Feb 2006 | $164.5M | $164.5M | $0 | 5 | -- |
| Sep 2005 | $155.5M | $155.5M | $0 | 5 | -- |
| Aug 2004 | $119.4M | $119.4M | $0 | 5 | -- |
| Nov 2003 | $49M | $49M | $0 | 10 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$231.4K
Employees18
Clients7
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$231.4K
Employees18
Clients7
DateAug 2024
Total AUM$903.8M
Discretionary$903.6M
Non-Disc.$139.6K
Employees19
Clients4
DateAug 2024
Total AUM$903.8M
Discretionary$903.6M
Non-Disc.$139.6K
Employees19
Clients4
DateMay 2024
Total AUM$903.8M
Discretionary$903.6M
Non-Disc.$139.6K
Employees19
Clients4
DateApr 2024
Total AUM$903.8M
Discretionary$903.6M
Non-Disc.$139.6K
Employees19
Clients4
DateMar 2024
Total AUM$903.8M
Discretionary$903.6M
Non-Disc.$139.6K
Employees19
Clients4
DateAug 2023
Total AUM$765.6M
Discretionary$765.6M
Non-Disc.$0
Employees19
Clients2
DateMar 2023
Total AUM$765.6M
Discretionary$765.6M
Non-Disc.$0
Employees19
Clients2
DateSep 2022
Total AUM$853.4M
Discretionary$853.2M
Non-Disc.$209.6K
Employees18
Clients10
DateApr 2022
Total AUM$853.4M
Discretionary$853.2M
Non-Disc.$209.6K
Employees18
Clients10
DateFeb 2022
Total AUM$853.4M
Discretionary$853.2M
Non-Disc.$209.6K
Employees18
Clients10
DateNov 2021
Total AUM$694.2M
Discretionary$694.2M
Non-Disc.$0
Employees13
Clients2
DateJul 2021
Total AUM$694.2M
Discretionary$694.2M
Non-Disc.$0
Employees13
Clients2
DateMay 2021
Total AUM$694.2M
Discretionary$694.2M
Non-Disc.$0
Employees13
Clients2
DateFeb 2021
Total AUM$694.2M
Discretionary$694.2M
Non-Disc.$0
Employees13
Clients2
DateFeb 2021
Total AUM$694.2M
Discretionary$694.2M
Non-Disc.$0
Employees13
Clients2
DateAug 2020
Total AUM$609M
Discretionary$609M
Non-Disc.$0
Employees14
Clients2
DateJul 2020
Total AUM$609M
Discretionary$609M
Non-Disc.$0
Employees14
Clients2
DateJun 2020
Total AUM$609M
Discretionary$609M
Non-Disc.$0
Employees14
Clients2
DateMay 2020
Total AUM$609M
Discretionary$609M
Non-Disc.$0
Employees14
Clients2
DateFeb 2020
Total AUM$609M
Discretionary$609M
Non-Disc.$0
Employees14
Clients2
DateApr 2019
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$464.2M
Discretionary$464.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2018
Total AUM$464.2M
Discretionary$464.2M
Non-Disc.$0
Employees10
Clients0
DateDec 2017
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2017
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees8
Clients400
DateJan 2016
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees6
Clients400
DateSep 2015
Total AUM$358.4M
Discretionary$358.4M
Non-Disc.$0
Employees6
Clients500
DateMar 2015
Total AUM$358.4M
Discretionary$358.4M
Non-Disc.$0
Employees6
Clients500
DateJan 2015
Total AUM$333.4M
Discretionary$333.4M
Non-Disc.$0
Employees6
Clients400
DateFeb 2014
Total AUM$333.4M
Discretionary$333.4M
Non-Disc.$0
Employees6
Clients400
DateJan 2014
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients400
DateNov 2012
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees5
Clients400
DateNov 2012
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees5
Clients400
DateMar 2012
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees6
Clients400
DateJan 2012
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees6
Clients400
DateApr 2011
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees10
Clients--