# BERKSHIRE MONEY MANAGEMENT, INC.

BERKSHIRE MONEY MANAGEMENT, INC. of DALTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 124873
- Type: SEC-registered investment adviser
- SEC file number: 801-61763
- Location: 161 MAIN STREET, DALTON, MA, 01226
- Phone: 888-232-6072
- Latest filing: 2026-03-11
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $597K
- Clients: 22
- Accounts: 2,362

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Allen Pierre Harris | CO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | Dalton, MA |
| Scott Christopher Little | ASSOCIATE VICE PRESIDENT | — |
| Natalie Rose Wheeler | CHIEF OPERATING OFFICER | — |
| Stacey Lee Carver | CO-OWNER, CHIEF ENGAGEMENT OFFICER | — |
| HARRIS ALLEN P | PRESIDENT; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LITTLE SCOTT CHRISTOPHER | ASSOCIATE VICE PRESIDENT | — |
| CARVER STACEY LEE | VICE PRESIDENT OF OPERATIONS | — |
| HARRIS ALLEN PIERRE | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | — |
| HOTALING SCOTT ALLEN | CFO | — |
| SCHMICK BARBARA JEAN | PRESIDENT AND CHIEF OPERATING OFFICER | — |
| WHEELER NATALIE ROSE | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124873/similar
- Related entities: https://search.stillhousedata.com/firm/124873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124873

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.