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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| CARVER, STACEY, LEE | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| HOTALING, SCOTT, ALLEN | I | CFO | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | Control |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| LITTLE, SCOTT, CHRISTOPHER | I | ASSOCIATE VICE PRESIDENT | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| SCHMICK, BARBARA, JEAN | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, NATALIE, ROSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HARRIS, ALLEN, P | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT | E | Control |
| HARRIS, ALLEN, P | I | PRESIDENT | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, ALLEN, PIERRE | I | CO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| HARRIS, ALLEN, PIERRE | I | CO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARVER, STACEY, LEE | I | CO-OWNER, CHIEF ENGAGEMENT OFFICER | C | Control |
| CARVER, STACEY, LEE | I | CO-OWNER, CHIEF ENGAGEMENT OFFICER | C | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (30)
AZ CA CO CT FL GA IL KY LA MA MD ME MI MO NC NE NH NJ NV NY OH OR PA SC TN TX UT VA VT WA
Address
161 MAIN STREETDALTON, MA 01226
United States
Phone: 888-232-6072