BURTON ENRIGHT WELCH
CRD #118376 SEC #801-68890 WALNUT CREEK, CA (925) 932-8010
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
17
Clients
251
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.2B | $1.1B | $123.7M | 17 | 3 |
| May 2024 | $1.1B | $1B | $110.5M | 16 | 4 |
| Mar 2024 | $1.1B | $1B | $110.5M | 16 | 4 |
| Mar 2023 | $922.6M | $826.3M | $96.4M | 17 | 2 |
| Jun 2022 | $1B | $920.3M | $114.8M | 16 | 0 |
| Mar 2022 | $1B | $920.3M | $114.8M | 16 | 0 |
| Mar 2022 | $1B | $920.3M | $114.8M | 16 | 0 |
| Apr 2021 | $869.5M | $757.1M | $112.4M | 11 | 0 |
| Mar 2021 | $869.5M | $757.1M | $112.4M | 11 | 0 |
| Jan 2021 | $751.4M | $648M | $103.4M | 11 | 0 |
| Nov 2020 | $751.4M | $648M | $103.4M | 11 | 0 |
| Jun 2020 | $751.4M | $648M | $103.4M | 11 | 0 |
| Feb 2020 | $751.4M | $648M | $103.4M | 11 | 0 |
| Feb 2020 | $751.4M | $648M | $103.4M | 11 | 0 |
| Dec 2019 | $675.3M | $585.5M | $89.8M | 11 | 1 |
| May 2019 | $675.3M | $585.5M | $89.8M | 11 | 1 |
| Mar 2019 | $624.5M | $545.2M | $79.3M | 11 | 1 |
| Nov 2018 | $650.7M | $565.9M | $84.8M | 11 | 2 |
| Mar 2018 | $650.7M | $565.9M | $84.8M | 11 | 2 |
| Feb 2017 | $526.4M | $475.9M | $50.5M | 7 | 200 |
| Feb 2017 | $526.4M | $475.9M | $50.5M | 7 | 200 |
| Jan 2017 | $328.7M | $284M | $44.7M | 7 | 200 |
| Mar 2016 | $328.7M | $284M | $44.7M | 7 | 200 |
| Mar 2015 | $317.6M | $273.5M | $44.1M | 7 | 200 |
| May 2014 | $277.8M | $237.1M | $40.8M | 6 | 200 |
| Mar 2014 | $277.8M | $237.1M | $40.8M | 6 | 200 |
| Jan 2014 | $277.8M | $237.1M | $40.8M | 6 | 200 |
| Feb 2013 | $237.1M | $199.7M | $37.4M | 6 | 200 |
| Dec 2012 | $188.3M | $169.6M | $18.7M | 6 | 200 |
| Mar 2012 | $188.3M | $169.6M | $18.7M | 6 | 200 |
| Jul 2011 | $165.4M | $148.6M | $16.8M | 10 | -- |
| Apr 2011 | $165.4M | $148.6M | $16.8M | 10 | -- |
| Mar 2011 | $165.4M | $148.6M | $16.8M | 10 | -- |
| Jan 2010 | $135.5M | $123.6M | $11.9M | 5 | -- |
| Mar 2009 | $79.8M | $50.5M | $29.3M | 5 | -- |
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$123.7M
Employees17
Clients3
DateMay 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$110.5M
Employees16
Clients4
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$110.5M
Employees16
Clients4
DateMar 2023
Total AUM$922.6M
Discretionary$826.3M
Non-Disc.$96.4M
Employees17
Clients2
DateJun 2022
Total AUM$1B
Discretionary$920.3M
Non-Disc.$114.8M
Employees16
Clients0
DateMar 2022
Total AUM$1B
Discretionary$920.3M
Non-Disc.$114.8M
Employees16
Clients0
DateMar 2022
Total AUM$1B
Discretionary$920.3M
Non-Disc.$114.8M
Employees16
Clients0
DateApr 2021
Total AUM$869.5M
Discretionary$757.1M
Non-Disc.$112.4M
Employees11
Clients0
DateMar 2021
Total AUM$869.5M
Discretionary$757.1M
Non-Disc.$112.4M
Employees11
Clients0
DateJan 2021
Total AUM$751.4M
Discretionary$648M
Non-Disc.$103.4M
Employees11
Clients0
DateNov 2020
Total AUM$751.4M
Discretionary$648M
Non-Disc.$103.4M
Employees11
Clients0
DateJun 2020
Total AUM$751.4M
Discretionary$648M
Non-Disc.$103.4M
Employees11
Clients0
DateFeb 2020
Total AUM$751.4M
Discretionary$648M
Non-Disc.$103.4M
Employees11
Clients0
DateFeb 2020
Total AUM$751.4M
Discretionary$648M
Non-Disc.$103.4M
Employees11
Clients0
DateDec 2019
Total AUM$675.3M
Discretionary$585.5M
Non-Disc.$89.8M
Employees11
Clients1
DateMay 2019
Total AUM$675.3M
Discretionary$585.5M
Non-Disc.$89.8M
Employees11
Clients1
DateMar 2019
Total AUM$624.5M
Discretionary$545.2M
Non-Disc.$79.3M
Employees11
Clients1
DateNov 2018
Total AUM$650.7M
Discretionary$565.9M
Non-Disc.$84.8M
Employees11
Clients2
DateMar 2018
Total AUM$650.7M
Discretionary$565.9M
Non-Disc.$84.8M
Employees11
Clients2
DateFeb 2017
Total AUM$526.4M
Discretionary$475.9M
Non-Disc.$50.5M
Employees7
Clients200
DateFeb 2017
Total AUM$526.4M
Discretionary$475.9M
Non-Disc.$50.5M
Employees7
Clients200
DateJan 2017
Total AUM$328.7M
Discretionary$284M
Non-Disc.$44.7M
Employees7
Clients200
DateMar 2016
Total AUM$328.7M
Discretionary$284M
Non-Disc.$44.7M
Employees7
Clients200
DateMar 2015
Total AUM$317.6M
Discretionary$273.5M
Non-Disc.$44.1M
Employees7
Clients200
DateMay 2014
Total AUM$277.8M
Discretionary$237.1M
Non-Disc.$40.8M
Employees6
Clients200
DateMar 2014
Total AUM$277.8M
Discretionary$237.1M
Non-Disc.$40.8M
Employees6
Clients200
DateJan 2014
Total AUM$277.8M
Discretionary$237.1M
Non-Disc.$40.8M
Employees6
Clients200
DateFeb 2013
Total AUM$237.1M
Discretionary$199.7M
Non-Disc.$37.4M
Employees6
Clients200
DateDec 2012
Total AUM$188.3M
Discretionary$169.6M
Non-Disc.$18.7M
Employees6
Clients200
DateMar 2012
Total AUM$188.3M
Discretionary$169.6M
Non-Disc.$18.7M
Employees6
Clients200
DateJul 2011
Total AUM$165.4M
Discretionary$148.6M
Non-Disc.$16.8M
Employees10
Clients--
DateApr 2011
Total AUM$165.4M
Discretionary$148.6M
Non-Disc.$16.8M
Employees10
Clients--
DateMar 2011
Total AUM$165.4M
Discretionary$148.6M
Non-Disc.$16.8M
Employees10
Clients--
DateJan 2010
Total AUM$135.5M
Discretionary$123.6M
Non-Disc.$11.9M
Employees5
Clients--
DateMar 2009
Total AUM$79.8M
Discretionary$50.5M
Non-Disc.$29.3M
Employees5
Clients--