# Sweetmoney

> 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.

- CRD: 174075
- Filed as: SWEETMONEY
- Legal name: Sweet, Melissa C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bernardston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174075
- AdvisorCensus page: https://advisorcensus.com/firm/sweetmoney-bernardston-ma-174075

## Quick answers

**How is Sweetmoney compensated?**
On its Form ADV (Item 5.E, October 2026), Sweetmoney reports these compensation arrangements: hourly charges.

**Where is Sweetmoney located?**
Sweetmoney's principal office is in Bernardston, MA, according to its Form ADV.

**Is Sweetmoney registered with the SEC or a state?**
Sweetmoney is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174075.

**What types of clients does Sweetmoney serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (50).

**Does Sweetmoney report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | Not reported |
| High net worth individuals | 50 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- melissasweetmoney.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sweetmoney (CRD 174075): Form ADV filing data as of October 2026.