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BURTON ENRIGHT WELCH
CRD 118376File 801-68890
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.