Berkshire Money Management, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 903
- Avg AUM / client
- $1.4M
- Accounts
- 2,362
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 540 | $214M | 17.4% |
| High net worth individuals | 335 | $965M | 78.7% |
| Pension and profit sharing plans | 6 | $19.8M | 1.61% |
| Charitable organizations | 15 | $1.4M | 0.12% |
| Corporations and other businesses | 7 | $26.6M | 2.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Humana Retirement Savings Plan Humana Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen Pierre Harris | Ceo, Chief Investment Officer & Chief Compliance Officer | Apr 2001 (25y) | 75% or more | |
| Scott Christopher Little | Associate Vice President | Jan 2002 (25y) | Less than 5% | |
| Wheeler, Natalie, Rose | Chief Operating Officer | Jan 2020 (7y) | Less than 5% | |
| Zachary Ryan Marcotte | Registered representative | Feb 2014 (12y) | ||
| Peter James Coughlin | Registered representative | Dec 2016 (10y) | ||
| John Arthur Bielski | Registered representative | Jul 2018 (8y) | ||
| Lauren Michelle Beckett | Registered representative | Aug 2018 (8y) | ||
| Holly Kathleen Simeone | Registered representative | Jun 2022 (4y) | ||
| Michael James O'brien | Registered representative | Feb 2025 (1y) | ||
| Peter Jeffrey Gagne | Registered representative | Aug 2025 (1y) | ||
| Brendan Richard Bullett | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗