WALNUT CREEK, CACRD 118376Latest ADV March 23, 2026
Burton Enright Welch is an SEC registered investment adviser organized as a partnership with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 23, 2026, reports $1.6B in regulatory assets under management, 19 employees, and 2,350 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
--
Total Clients
652
Primary office
WALNUT CREEK, CA
1850 MT. DIABLO BOULEVARD, SUITE 335, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
371
2
Individuals
37.0%
241
3
Pension Plans
6.1%
40
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 23, 2026
Discretionary90.7%
$1.4B
91% of total RAUM90.7%
Non-discretionary9.3%
$145M
9% of total RAUM9.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts2,350
10Y AUM Change+$1.0B (+195.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee34:1
10Y Employee Change+12 (+171.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.