{
  "crd_number": 174075,
  "slug": "sweetmoney-bernardston-ma-174075",
  "primary_business_name": "SWEETMONEY",
  "legal_name": "SWEET, MELISSA C.",
  "dbas": [],
  "city": "Bernardston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "24640",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2015-02-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 200
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 50
    }
  },
  "compensation_types": [
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://melissasweetmoney.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174075",
  "city_as_filed": "BERNARDSTON",
  "url": "https://advisorcensus.com/firm/sweetmoney-bernardston-ma-174075",
  "display_name": "Sweetmoney",
  "summary": "Sweetmoney is a state-registered investment advisory firm in Bernardston, MA, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Sweetmoney (CRD 174075): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Sweetmoney compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sweetmoney reports these compensation arrangements: hourly charges."
    },
    {
      "q": "Where is Sweetmoney located?",
      "a": "Sweetmoney's principal office is in Bernardston, MA, according to its Form ADV."
    },
    {
      "q": "Is Sweetmoney registered with the SEC or a state?",
      "a": "Sweetmoney is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174075."
    },
    {
      "q": "What types of clients does Sweetmoney serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (50)."
    },
    {
      "q": "Does Sweetmoney report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174075"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sweetmoney-bernardston-ma-174075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 200,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}