Burton Enright Welch
Walnut Creek, CA·SEC-registered · CRD #118376
Burton Enright Welch is an SEC-registered investment advisory firm in Walnut Creek, CA managing $1.6B across 2.4k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
2.4k
Advisory staff
11
Fee model
Fee-based
How Burton Enright Welch is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Burton Enright Welch
How much does Burton Enright Welch manage?
Per its most recent SEC Form ADV filing (03/23/2026), Burton Enright Welch reports $1.6B in regulatory assets under management across roughly 2.4k client accounts.
How does Burton Enright Welch charge?
Burton Enright Welch is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Burton Enright Welch a fiduciary?
Yes. Burton Enright Welch is registered with the U.S. Securities and Exchange Commission (CRD #118376), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Burton Enright Welch taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Burton Enright Welch and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Burton Enright Welch's public SEC Form ADV filing (CRD #118376, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Burton Enright Welch. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Burton Enright Welch? Claim this profile.