Investment adviser · CRD 118376
BURTON ENRIGHT WELCH
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $1.55B Form ADV · Item 5.F
- Client accounts
- 2,350 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 371 | $1,279,818,172 | 82.4% |
| Retirement plans | 40 | $160,740,875 | 10.3% |
| Individuals | 241 | $108,615,541 | 7.0% |
| Corporations & businesses | Fewer than 5 | $3,888,951 | 0.3% |
Filing source
Form ADV 2121726 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1850 MT. DIABLO BOULEVARD, SUITE 335WALNUT CREEK, CA, 94596, United States
CRD 118376
Filing source
Form ADV 2121726 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.