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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Burton Enright Welch
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|---|---|
| CRD # | 118376 |
| SEC # | 801-68890 |
| CIK # | |
| AUM | $1.2 B (2025-02-19) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 925-932-8010 |
| Address | 1850 Mt Diablo Boulevard Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 105.6 |
| (b) Individuals (high net worth individuals) | 344 | 1,009.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 123.8 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 1,245.9 |
| By Discretionary | ||
| Discretionary | 619 | 1,122.2 |
| Non-Discretionary | 25 | 123.7 |
| Total | 644 | 1,245.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 1,234.9 | |
| Total | 644 | 1,245.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gateway Wealth Partners LLC
✚
|
WI | 1.2 |
|
Capital Advisors Ltd LLC
✚
|
OH | 1.2 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.2 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.2 |
|
PGIM DC Solutions LLC
✚
|
NJ | 1.2 |
|
iCapital LLC
✚
|
MA | 1.2 |
|
Capital Creek Partners LLC
✚
|
TX | 1.2 |
|
Anderson Hoagland & Co
✚
|
MO | 1.2 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.2 |
|
Versant Capital Management Inc
✚
|
AZ | 1.2 |