RIA Intel›Advisers›California›BURTON ENRIGHT WELCH

BURTON ENRIGHT WELCH

Advisory

N·WALNUT CREEK, CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+22.9%

3-Year CAGR

+8.9%

Employees

11

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.4B

Non-Discretionary AUM$145M

Discretionary %90.7%

Total Clients642

Team

Total Employees11

Investment Advisers19

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record37

First FilingFeb 15, 2008

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BURTON ENRIGHT WELCH

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.