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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 01-29-2003
- Office Locations
- 2
Office Locations
About Berkshire Money Management, Inc.
Berkshire Money Management is a Massachusetts RIA helping individuals and families navigate major life events—retirement, business transitions, divorce, and inheritances—with integrated planning and portfolio management. Portfolios are primarily ETF-based, custodied at Schwab. Led by Allen Harris (author of a retirement-income book) and recognized locally and by Wealthtender’s 2025 Voice of the Client ratings.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALLEN PIERRE HARRIS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Co-Owner
- CRD
- #2790445
- Ownership
- 50% but less than 75%
STACEY LEE CARVER
Co-Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Eagle radial
Pathway horizon momentum
- CRD
- #85298
- Ownership
- 39.2%
Showing 2 of 4 owners & executives
Unlock allContacts
Lauren Michelle Beckett
Director
- CRD
- #6950535
JOHN ARTHUR BIELSKI JR.
Investment Advisor
- CRD
- #4715875
Crest pioneer
Unison matrix beacon
- CRD
- #81179
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,226,481,436 | $521,685 |
| Non-Discretionary | $596,698 | $54,245 |
| Total | $1,227,078,134 | $519,508 |
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Separately Managed Accounts
Total SMA Asset: $1,227,078,134
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $822,966,724 | 14.7% |
| Public Funds | $610,227,027 | 10.9% |
| U.S. Government/Agency | $951,730,225 | 17.0% |
| Cash | $817,368,311 | 14.6% |
| Corporate - Investment Grade | $912,541,334 | 16.3% |
| Municipal Bonds | $498,258,765 | 8.9% |
| Private Funds | $985,320,704 | 17.6% |
| Total | $5,598,413,090 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA UNISON MATRIX | EAGLE CAPITAL | KW1CVCB3J | EWOLK | 9.81% | $53,471,354 |
| BRIDGE PIONEER | ZENITH MERIDIAN | XS6WA2TW4 | OIAXX | 10.85% | $33,190,289 |
| NORTH ZENITH | MATRIX EMBER | GK5RYAOAV | FPB | 1.94% | $40,588,271 |
| MERIDIAN OAK MOMENTUM | BEACON SUMMIT | AY539H42X | HFWT | 6.11% | $2,746,149 |
| PRIME INSIGHT | UNISON EMBER | UEWOMTDLI | CJT | 12.32% | $108,708,964 |
| FOCUS INSIGHT LEGACY | VITAL HARBOR | GZB6ZCX8B | CCCJB | 10.56% | $117,046,390 |
| CAPITAL HARBOR | ALPHA FOCUS | FFXHHJPM9 | KCS | 3.46% | $66,567,303 |
| HORIZON INSIGHT RIDGE | TIMBER CAPITAL | 6KMWJ8YU7 | KVS | 3.60% | $98,794,217 |