Burton Enright Welch
Burton Enright Welch is a fee-based, SEC-registered investment adviser in Walnut Creek, California, registered with the SEC since 2008, managing approximately $1.6B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #118376 · SEC #801-68890 · SEC-registered since 2008 (18 yrs) · Last filing data January 1, 2026
- AUM
- $1.6B
- Fee model
- Fee-based
- Clients
- 3
- Employees
- 19
as of 2026
per Form ADV 5.E
Form ADV 5.C — may be institutional
11 advisers
Assets per adviser
$141Mper adviser
A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.
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Overview
AI-generated summary
Burton Enright Welch is a fee-based, SEC-registered investment adviser based in Walnut Creek, California. It reported approximately $1.6B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 118376
- SEC #
- 801-68890
- Headquarters
- Walnut Creek, CA
- Employees
- 19
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Assets under management
| Year | Reported AUM |
|---|---|
| 2026 | $1.6B |
Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.
Disclosures
Burton Enright Welch reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
Frequently asked questions
Is Burton Enright Welch a fiduciary?+
Yes. Burton Enright Welch is an SEC-registered investment adviser (CRD #118376), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Burton Enright Welch compensated?+
Burton Enright Welch reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Burton Enright Welch manage?+
Burton Enright Welch reported approximately $1.6B in regulatory assets under management as of its most recent Form ADV filing.
Does Burton Enright Welch have any disclosures?+
Burton Enright Welch reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
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This profile is generated from publicly available SEC filings. Burton Enright Welch has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.