BERKSHIRE MONEY MANAGEMENT, INC.
C37
CRD 124873·SEC 801-61763·DALTON, MA
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $470.9M
'21 · $609.0M
'22 · $853.4M
'23 · $853.4M
'25 · $1.08B
'26 · $1.23B
'20'26
$470.9M → $1.23B▲ +161%
Client mix
| Individuals Other | 540 |
| Individuals High Net Worth | 335 |
| Charitable Organizations | 15 |
| Corporations | 7 |
| Pension Profit Sharing Plans | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
8 advisors → 8 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Recent Filings
13F-HR2026-04-21 · 0001398344-26-006747
13F-HR2026-01-27 · 0001398344-26-001283
Fdic Zip Branches Raw
The First National Bank of BostonDalton, MA
The Pittsfield Co-operative BankDalton, MA
Soi Zip Distribution
Stub 1
| AGI | 9,361 |
| Returns | 820 |
Stub 2
| AGI | 28,034 |
| Returns | 750 |
Stub 3
| AGI | 32,874 |
| Returns | 530 |