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BURTON ENRIGHT WELCH
CRD 118376File 801-68890
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.41B
Non-discretionary $144.8M
Clients
652
2,350 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 11, 2008
- Principal office
- 1850 MT. DIABLO BOULEVARD, SUITE 335, WALNUT CREEK, CA, 94596
- Phone
- (925) 932-8010
- Website
- HTTP://WWW.BEWINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.55B
- Discretionary AUM
- $1.41B
- Non-discretionary AUM
- $144.8M
- Discretionary accounts
- 2,312
- Non-discretionary accounts
- 38
- Total accounts
- 2,350
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.9M |
| High net worth individuals | 371 | $1.28B |
| Pension and profit sharing plans | 40 | $160.7M |
| Individuals (other than high net worth individuals) | 241 | $108.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 642 | 652 | increased by10 |
| Apr 1, 2026 | AUM | $1,245,864,655 | $1,553,063,539 | increased by$307,198,884 |
| Apr 1, 2026 | Accounts | 644 | 2,350 | increased by1,706 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 551 | 642 | increased by91 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,035,154,309 | $1,245,864,655 | increased by$210,710,346 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,582 | 644 | decreased by938 |
| Apr 1, 2022 | Employees | 11 | 16 | increased by5 |
| Apr 1, 2022 | Clients | 530 | 551 | increased by21 |
| Apr 1, 2022 | AUM | $869,510,634 | $1,035,154,309 | increased by$165,643,675 |
| Apr 1, 2022 | Accounts | 1,396 | 1,582 | increased by186 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BURTON ENRIGHT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURTON ENRIGHT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.