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BURTON ENRIGHT WELCH

WALNUT CREEK, CA · CRD 118376 · IAPD ↗ · bewinvest.com · (925) 932-8010

$1.55BRegulatory AUM
11Advisory reps
19Employees
3Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
August 2026 — BURTON ENRIGHT WELCH notice-filed in GA, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — BURTON ENRIGHT WELCH crossed $1B in regulatory AUM ($922.6M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.